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Proven Offshore Strategies Against Dollar Decline
Especially since the beginning of the year, one theme has come up repeatedly in conversations with clients: concern about the decline of the US dollar.
Safest Places to Live in Costa Rica for Americans
"Is it really safe to live in Costa Rica?" a client asked me last week. It’s a fair question. Central America often gets painted with the same broad brush, but Costa Rica is different. Known for political stability, strong infrastructure, and established expat communities, it consistently ranks as one of the region’s safest options.
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Over My Shoulder
We collaborate with experts across many disciplines as we work on client cases. The result? Nuggets of practical insight that come from real-world experience—not theory.
Want to Buy Property in Panama? Here’s the Right Way to Do It
Panama has long drawn foreign interest—for its role as a global trade hub, for its welcoming residency programs, and for its mix of modern infrastructure with tropical lifestyle. Retirees, investors, and multinational companies alike have all found reasons to plant a flag here.
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The Ins and Outs of Foreign Real Estate Contracts
Buying property abroad can be exciting. But unfortunately, all too often we hear some variation of: “I jumped in a little too early without thinking it through.”
How to Get Paid to Buy Property in Paradise
If you’ve spent any time looking at foreign real estate, you’ve probably come across headlines like: • “Own a vacation home in paradise and let it pay for itself!” • “Turn your beach house dreams into a cash flowing short term rental!”
Residency in Panama: Should it Be Part of Your Plan B?
America's wealthy are voting with their feet. According to one study, inquiries from America's wealthy about residency & citizenship abroad increased by 183% in Q1 2025, compared with Q1 2024.
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The Panama Property Advantage: A “Plan B” + Tax-Efficient Residency
Over the last decade or so, Panama has become increasingly popular for Americans looking to buy foreign real estate – and sometimes even move themselves – overseas.
How to Retire in Mexico the Right Way
For more than 1.6 million Americans, Mexico is home. And with good reason: the focus of life is less about work, it’s warmer, and in plenty of places, it’s also more affordable.
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How to Make Overseas Rental Income FEIE-Eligible (Without Breaking the Rules)
If you live abroad and qualify under IRS guidelines, the Foreign Earned Income Exclusion (FEIE) can allow you to exclude up to $130,000 in earned income from US federal income tax in 2025.
Swiss Asset Management for US Investors: Benefits, Risks, and How to Start
As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is the lowest it’s been in decades. Geopolitics is getting louder.
Buying Property in Italy: A Practical Guide for US Families
In 2025, the movie La Dolce Villa hit Netflix – inspired by Italy’s now-famous “1-euro home” program – documenting an American couple who tries to rebuild their lives (and a crumbling Sicilian farmhouse) after selling their tech startup.
How to Move to Costa Rica: A Guide for American Expats
With political stability, good healthcare, and a legal system that protects foreign investors, it’s easy to see why more than 120,000 Americans now call Costa Rica home.
How to Finance Foreign Real Estate as an American
Buying real estate overseas can be a smart way to diversify – not just your assets, but your lifestyle and legacy, too. But if you're hoping to finance that purchase as an American, you’ll quickly learn the rules are different. Sometimes wildly so.
Wealth Preservation Strategies in the Face of US Capital Flight
We’ve spent more than 40 years helping Americans safeguard their wealth. Through market meltdowns, currency crises, and overnight regulation changes – we’ve seen how quickly things can turn.
The BRICS De-Dollarization & What It Means for Gold
The global financial system isn’t collapsing -- but it is splintering. The BRICS nations – Brazil, Russia, India, China, and South Africa – are gradually reducing their reliance on the US dollar.
Navigating Foreign Real Estate Regulations for US Expats & Investors
A villa in Portugal. A condo in Panama. Farmland in Uruguay. It sounds simple – buy some property, enjoy the upside, maybe build a Plan B.
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What Is the Hallmark of a Good Foreign Real Estate Property?
There’s something deeply appealing about the idea of owning property overseas. Maybe it’s the lifestyle. Maybe it’s the income.
Best Places to Live in Italy for Americans
In 2025, Italy became one of the most popular places for wealthy foreign investors – who now own approximately 70% of its luxury real estate – to buy property.
Cap Cana Real Estate: Luxury Living with Investment Benefits
Clients often ask us about foreign real estate options overseas that offer more than just protection from political instability and market volatility. They’re looking for places where the lifestyle is comfortable – and the investment makes good financial sense.
Crypto OTC Trading in Switzerland: International Accounts for Americans
In the center of Switzerland is Zug – often called Crypto Valley. It’s become one of the world’s top destinations for serious crypto investors. Especially those who want stronger privacy, better pricing, and fewer problems when trading large amounts.
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Looking for a Plan B? Mexico Might Be a Practical First Step
Because our readers ask about them, we talk a lot about “complicated” topics like second citizenships, offshore trusts, and other foreign structures. But sometimes the simplest move is the smartest.
8 Pitfalls of International Real Estate
International real estate can play a valuable role in a well-structured wealth plan. It offers geographic diversification, long-term lifestyle flexibility, and – when done right – can even help simplify inheritance and reduce exposure to US taxes and bureaucracy.
Buying Real Estate With IRAs: Complexities & Compliance Considerations
You've done the hard work: built a solid portfolio, contributed diligently to your retirement plan, and steered clear of financial fads. But if you’re like many high-net-worth investors, there's a quiet unease when you scan your IRA.
Wealth Preservation Strategies: A Basic Guide for Americans
The systems aren’t broken. But they’re bending. US dollar risk, political gridlock, growing deficits – none of these are new. But together, they’ve become a signal. A signal that relying solely on “the way it’s always been” is no longer a plan.
The Canada Start-Up Visa as a “Plan B” for US Entrepreneurs
You’ve probably asked yourself: Where is this all headed? Ballooning deficits. Political gridlock. Uncomfortable talk about wealth taxes. Add it up, and even the most patriotic Americans are starting to look for backup plans.
Currency Diversification Beyond the US Dollar
Worried about where the economy is heading – maybe even a global currency reset? You're not alone.
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How to Manage Your International Finances Without a Foreign Bank Account
For years, foreign bank accounts were a great first step for Americans wanting to go offshore. They offered privacy, currency flexibility, and access to international markets.
Investing in Overseas Property for Americans Afraid of US Market Chaos
How to insulate against US market chaos with foreign property—legally. It’s been building up for some years, but since early 2025, we’ve seen a surge in the number of Americans looking to get out of the US dollar and the chaos of the US markets.
Golden Visas in Dubai: Tax & Other Implications for Americans
A Golden Visa in Dubai opens the door to long-term residency in a place known for both rapid growth and investor-friendly policies—not to mention famously low taxes.
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