Offshore
A Post-Divorce Plan B That Can Really Stretch Your Nest Egg
In today's world, it can be a good idea to have a backup plan... A game plan for where to...
Read more
Why An Integrated Lifestyle Overseas Is Your Best Backup Plan
For my Offshore Wealth Summit taking place in the W Hotel in Panama City this week, I added a new panel discussion...
Read more
The Best Alternative Residency Options You Can Qualify For Today
Choices. The whole live-and-invest-overseas thing comes down to choices. Because taking control of your future is all about understanding your...
Read more
How Buying Real Estate Overseas Can Protect Your Assets
Putting your money into foreign real estate is becoming a more urgent strategy all the time. Thanks to that crazy...
Read more
Where You Should Be Opening An Offshore Bank Account (And Why)
Why might you want a bank account in another country? Maybe because you're planning to move to that country and...
Read more
Our Official List Of The World’s Easiest Residency Programs
Our annual Retire Overseas Conference is primarily a lifestyle event. The focus is on where and how to live or retire overseas....
Read more
Why I Believe A Backup Residency Is More Critical Than Ever
In this month's issue of my Simon Letter advisory service, I continue my "Residency Through Real Estate" conversation. Last month, I detailed...
Read more
Figuring Out Your Best Choices For An Alternative Residency
Choices. The whole live-and-invest-overseas thing comes down to choices. Because taking control of your future is all about understanding your...
Read more
Staying IRS Compliant While Abroad: Dates And Common Qs
How many tax dates do we Americans have to deal with? Let's see... There's the initial tax deadline of April...
Read more
7 Best Countries To Qualify For Residency Overseas
The American interested in establishing residency or citizenship in Europe has more options today than ever in history, depending on...
Read more
The 5 Best Reasons To Move Your Wealth Offshore
Moving assets offshore isn't a new idea. But, in the minds of most Americans, it continues to bear the stigma...
Read more
How An Overseas Citizenship Can Protect Your Wealth
Could Royal Baby Archie be the herald of a new dawn for Americans overseas? I've been following his story with...
Read more
Should You Get An Attorney For Residency In Panama?
A friend in Panama who is connected to the country’s new president is soliciting ideas for improving the country’s immigration...
Read more
An Update On Tax Changes And Qualified Opportunity Zones
The U.S. tax code is nearly 75,000 pages long. That is to say… U.S. taxes are the most complicated in...
Read more
How To Stay Compliant With Offshore Taxes
This month’s issue of my Simon Letter service features my annual review, overview, and update on taxes for the American abroad. The big...
Read more
Five Flags: Comparing Panama And Portugal’s Citizenship, Residency, Real Estate, And Taxes
We Americans tend to dismiss Europe for overseas lifestyle and investment options, thinking this part of the world is too...
Read more
The Three Ways You Can Qualify For Portugal’s Golden Visa
Dozens of countries offer residency- and citizenship-through-investment programs. The United States and Canada, for example, have used these kinds of...
Read more
How And Why To Obtain Ecuadorean Citizenship
Other than for random, one-off real estate investment opportunities, Ecuador has never been high on my list of top offshore...
Read more
Bargain Real Estate And A Warm Welcome In Abruzzo, Italy
Last week's Live and Invest in Italy Conference proved to be an exciting, high-profile affair. Local news stations camped out at the...
Read more
Is Singapore A Suitable Destination For Diversification?
Singapore sits on the path of ancient shipping lanes... which is why it has long been an attractive destination, first...
Read more
Three Important Lessons I Learned Internationalizing My Life
The Biggest Mistake Of My Life Overseas I've been working to internationalize my life for more than two decades. It...
Read more
How To Go Offshore And Diversify Your Life In 5 Simple Steps
5 Steps To Hedge Your Economic Bets And Ensure A Legacy For Your Heirs In the financial world, diversification is...
Read more
Why You Should Diversify Your Life Offshore And How I Started
What Kathleen And I Are Getting Up To In Paris This Week “Think back,” my editor wife counseled... “Why, originally,...
Read more
3 Solid Reasons To Start Investing In The Dominican Republic
The World’s #1 Offshore Haven The Dominican Republic first came onto my radar in 2005. It was the country's undervalued...
Read more
Why A Plan B Residency In Colombia Should Be Your Plan A
World’s Best Residency Option? I spent the past several months working on a massive expansion and a complete updating of...
Read more
Navigating The World’s Top Residency Options Firsthand
At the opening of every conference we host, I ask a few general questions to get an idea of the...
Read more
The Offshore Guru’s Guide To Residency And 2nd Citizenship
Freedom... security... special benefits... a reduced cost of living... a new life... a new start... a better retirement... a grand...
Read more
There Are Many Reasons For Going Offshore, Taxes Aren’t One
Last week was the end of the official tax season for Americans. We all got an extra day this year...
Read more
Santo Domingo: Dominican Republic’s Colonial Capital
I've been hanging out in New World cities that Spain built for a long time. Over the past 35 years,...
Read more
Why I Don’t Recommend Offshore Banks Anymore (From An Offshore Expert)
Banking overseas is more challenging today than it's ever been and more challenging all the time thanks to the constantly...
Read more
How Trump’s Tax Changes Impact Americans Offshore
Trump threw us Americans with businesses overseas a curveball in December. His tax changes eliminated the deferred tax status for...
Read more
Why It’s More Urgent Than Ever To Be Diversified Offshore
The key advantage to "going offshore," as we refer to it, is diversification. The very good news is that you...
Read more
3 Solid Reasons To Start Investing In The Dominican Republic
The Dominican Republic first came onto my radar in 2005. It was the country’s undervalued beachfront property that got my...
Read more
Spain And Portugal Offering Passports To Sephardic Descendants
The Spanish began their famous Inquisition in 1478, but it wasn't until the Alhambra Decree in 1492 that the expulsion...
Read more
The 5 Best Places To Go Offshore And Diversify In 2018
World’s Best Backup Residency, Second Citizenship, Tax Cutting, Business, And Banking Options In 2018 The offshore world is ever-changing. Legislation,...
Read more
FEIE Basics
Foreign Earned Income Exclusion Basics The Foreign Earned Income Exclusion (FEIE) is the expat's first, and sometimes only, line of...
Read more
E.U. Blacklists 17 Tax Havens, Another 47 On Gray List
Guess Which Country Isn’t On This New EU Black List? The EU has this week released a short list of...
Read more
Why I’m Applying For Residency In The Dominican Republic
Sneak Peek: Our #1 Pick For Going Offshore In 2018 About 18 months ago I began the process of applying...
Read more
Staying IRS Compliant While Abroad: Dates And Common Q’s
Staying IRS Compliant As An American Abroad It’s tax time again for us Americans. That is, tomorrow, Monday, Oct. 16,...
Read more
Why Residency In Portugal Is Today’s Golden Opportunity
Portugal is hot. I’ve been focusing time and attention on this country for the past two-and-a-half years. My first visit,...
Read more
Rule #1 For Dealing With Offshore “Experts”: Question Everything
The Trouble With Offshore "Experts" Like most countries, France charges a transfer tax when you buy a piece of property....
Read more
Unveiling Our 2018 Live And Invest Overseas Conference Calendar
My Panama City-based team and I spent last week in meetings charting our course through 2018 and beyond. In addition...
Read more
Your Top Live and Invest Overseas Options For 2018 Identified
Each morning this week Lief and I have convened with our Panama City-based Live and Invest Overseas team in the...
Read more
Welcome To Belize: Your All-In-One Offshore Destination
If you’re shopping jurisdictions, trying to choose where to begin (or further) the process of internationalizing your life, one country...
Read more
Why We Always Return To Offshore Real Estate As A Top Asset
These past several days, since last week’s Offshore Wealth Summit in Panama City, Panama, we’ve been discussing the importance in the current...
Read more
Don’t Just Sit There! Start Reinventing Your Life Offshore
Listen to the news for 10 minutes these days, and you’re convinced. We all need a backup plan... a strategy...
Read more
The Ideal Destinations For Creating Your Plan B, Discussed
Yesterday we looked at options for forming an offshore structure and wondered: Who needs an offshore structure anyway? Depending on...
Read more
6 Options For Property Investing In Greece + A Big Bonus
If Europe is on your list of places to explore, but you are worried you can’t afford it, a visit...
Read more
Colombia: One Of The World’s Easiest Residency Options
We’re updating our guide to foreign residency and second citizenship. I’m reviewing the final chapters, and the new edition will...
Read more
Highlights From Our 2017 Dominican Republic Conference
The crowd in the room for last week’s Live and Invest in the Dominican Republic Conference (our biggest to date)...
Read more
