Financial Planning Archives

Investors diversify globally to protect their future.

Plan B

Why Every Investor Needs a Plan B Abroad

In a world increasingly defined by volatility, smart investors aren’t just thinking about where to grow their wealth—they’re thinking about where to safeguard it. Beyond the traditional concerns of market…

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Finance

15 Proven Global Strategies to Protect Your Wealth

If you have important assets to protect, I suggest you consider these options, self-selecting the ones that make sense for you and your family based on your risk profile, income,…

The world is more connected than ever, but taxation remains complicated. Credit: iStock.

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Digital Nomadism

How to Avoid Double Taxation

For many expats, investors, and digital nomads, the world feels more connected than ever. Living in one country, earning in another, and banking in a third is no longer unusual.…

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Finance

Your Gateway to Freedom

The world is changing fast, and having a Plan B isn’t optional—it’s essential. Discover how the Escape Artist Plan B Summit can help you secure your future with actionable strategies…

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Finance

How to Safeguard Your Wealth in an Uncertain World

In today’s fast-changing global landscape, safeguarding your wealth is more important than ever. Economic crises, political upheaval, and unpredictable markets can erode the financial security you’ve worked so hard to…

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Belize

A Practical Guide to Offshore Banking

In an era of global economic uncertainty, savvy individuals and businesses are seeking opportunities to safeguard their financial well-being while unlocking the benefits of diversification, privacy, and asset protection. Offshore…

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Finance

What’s Your Real Plan B?

A common theme from virtually anyone who contacts me about international asset protection is a discussion about their “Plan B.” It’s a bit of a nebulous concept and means something different…

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News

5 Common Myths About International Diversification

International diversification is often seen as something complex, expensive, or unnecessary—reserved for the ultra-wealthy or those already living abroad. But the truth is, diversifying your assets, residency, and investments across…

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Finance

Customize Your Wealth Management With a Family Office

As we move into the holiday season, I find myself thinking more and more about my family. My wife and I have seven children of our own, and both come…

Five essential steps for protecting personal assets and ensuring financial security

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Finance

5 Steps to Take Now to Protect Your Assets

I recently visited my grandfather’s house, where he was born, in Wattenscheid, Germany in 1909. It was a dreary place with boarded up buildings in the heart of Germany’s industrial…