Tag: personal finances

Five Things to Consider Before You Retire Abroad

These Preparations Will Make for a Smoother Transition to Your New Home

Where in the world would you live if you could? Have you always dreamed of retiring abroad? You’ve worked hard for decades to reach retirement, now it’s truly within view and this may be your chance! An exciting new chapter is opening up that will allow you to focus more on enjoying life. Some want an adventure, others a lower cost of living whilst ex-pats might wish to return to their native land.

Whatever the reason, if this is your dream, you are not alone. For the past decade, retirement has also meant a move abroad for a growing number of Americans. If you’re considering leaving behind the daily grind as well as your roots on U.S. soil, consider these five things before taking the plunge.

crossborder, personal finances, retirement planning, wealth management

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Are Your Investment Decisions Making the World a Better Place?

Hand flowers
Consider the Growing Trend of Impact Investing

One of the most exciting aspects of impact investing is that there are so many choices. Whether you’re interested in stocks, bonds, or real estate, investing allows you to weigh your options and build the portfolio that best fits your interests, needs, and level of risk. Of course, the end goal is to secure your financial future.

What if you want to accomplish more than that, though? What if your goal is not just to make money, but also to better society in some way?  Recently, an increasing number of clients have asked me about an exciting new trend that accomplishes just that – impact investing – which we’ll explore in detail below. Although you can take a “do-it-yourself” approach using the information shared here, this is an area best navigated with the guidance of a financial advisor with experience in this area.

If the idea of building your portfolio with purpose appeals to you, below you’ll find a few of the decisions you and your financial advisor will explore.

impact investing, personal finances, wealth management

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Eight Considerations When Passing an Inheritance to Your Children

woman daughter
Deciding to Provide for Heirs Can Impact Many Financial Decisions

Regardless of the industry you’re in or the type of career you have, there is one thing that rings true for most people: the ability to leave an inheritance behind for your loved ones feels like the ultimate measure of success. As you’re toiling through years of hard work and financial sacrifice, it is gratifying to know that your strategic efforts will culminate in a financial legacy for your children that can provide security and peace of mind.

While there is much emotion tied up in the decision to provide an inheritance for your children, you’ll want to be sure you go about it in the right way. This single decision can impact all of your financial decisions, including how much you put into savings, the types of retirement plans you utilize, and how or when you take distributions.

In order to ensure you properly cover all your financial bases, here are eight considerations for passing an inheritance to your children.

inheritance, personal finances, wealth management

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WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.