by SJB US | Mar 5, 2025 | Advice, Financial Planning, Investments, Markets, Retirement, SJB US
Market ups and downs can be nerve-wracking, especially when retirement is on the horizon. Watching savings fluctuate might make you feel like you’re on a rollercoaster, but the good news is that there are ways to keep your retirement plan steady, even when...
by SJB US | May 24, 2024 | Advice, Alex Gover, Europe, Financial Planning, Guides, North America, Retirement, Tax, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB US | May 24, 2024 | Advice, Daniel Lattimer, Financial Planning, North America, Pensions, Retirement, US Expats
Traditional IRA vs. 401(k): Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but...
by SJB US | May 22, 2024 | Advice, Pensions, Randal Stephens, Retirement
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
by SJB US | May 16, 2024 | Pensions, Retirement, SJB US
Back in 1981, the financial landscape was undergoing significant changes. One such change was the introduction of Section 32 of the Finance Act 1981, a move that allowed pension scheme trustees for the first time to transfer company pension scheme funds to a private...
by SJB US | May 16, 2024 | Pensions, Retirement, SJB US
Why Young Boomers Face Wealth Challenges in Retirement A new analysis conducted by the Centre for Retirement Research at Boston College has revealed that younger baby boomers entering retirement are facing significant challenges in terms of their wealth accumulation....
