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Useful Articles and Information

General
Financial Planning for the Internationally Mobile Client, Dabble or Avoid Altogether

USA - India
Social Security Systems in US and India
India USA Cross Border Issues

USA – Mexico
Mexico Homestead Exemption
How Foreign Residents Can Avoid Losing Control of Their Estates
10 Pitfalls to Avoid When Coming to Mexico
10 Questions to Ask a Real Estate Agent
Mexican Trusts
Expat Contributions to US Individual Retirement Accounts
Mexican Taxes

Other Useful Links
The Financial Planning Association’s Cross Border Resource - Information regarding Financial planning in countries around the world
CFP Board - The certifying authority for the CFP® marks in USA
The Financial Planning Association, USA – The membership organisation of Financial Planners in United States
Financial Planning Standards Board - The certifying authority for the CFP® marks outside USA
FPSB India - The certifying authority for the CFP® marks in India and membership organisation
The National Association of Personal Financial Advisors - Membership organisation for Fee-Only advisors in United States

 

 
 
 

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