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Podcast Episode 61 - US Person with Foreign Money? 🏦 Navigating FBAR, Form 8938 & IRS Rules!
YouTube Spotify Resources Do You Have Foreign Financial Ties? What Every American Should Know About Reporting RequirementsAs a Chartered Financial Consultant® (ChFC®) who passed CFP® Exam and EA Exams, I see this scenario play out repeatedly: a client mentions almost casually that they have a bank account from when they
Do You Have Foreign Financial Ties? What Every American Should Know About Reporting Requirements
As a Chartered Financial Consultant® (ChFC®) who passed CFP® Exam and EA Exams, I see this scenario play out repeatedly: a client mentions almost casually that they have a bank account from when they lived abroad or received money from overseas family and suddenly we're navigating complex reporting
Podcast Episode 60 - Financial Planning WITH Flexibility - Various Scenarios
YouTube Spotify Resources Financial Security with Flexibility: Is SafeSimpleSound Your Answer?Whether you’re an individual or a couple, possibly with dependents, finding the right balance between financial security and flexibility can feel like walking a tightrope. Today, let’s explore how our Safe, Simple, and Sound approach helps you
Podcast Episode 59 - Financial Security WITH Flexibility: The ULTIMATE Guide for Families & Professionals!
YouTube Spotify Resources Financial Security with Flexibility: Is SafeSimpleSound Your Answer?Whether you’re an individual or a couple, possibly with dependents, finding the right balance between financial security and flexibility can feel like walking a tightrope. Today, let’s explore how our Safe, Simple, and Sound approach helps you