Finance Tips for Moving Abroad | Budgeting, Banking & Taxes

A piggy bank, a red heart and a stethoscope side by side: international asset protection covers wealth and health together.

Plan B

The Most Important Asset You Will Ever Protect Is You

Asset protection is usually discussed in financial terms. The conversation revolves around property, investments, stocks and bonds, banking relationships, business interests, and the structures used to preserve wealth over time.…

A couple relax on a balcony above whitewashed houses and the sea, the life the Spain non-lucrative visa is built for

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Plan B

The Spanish Retirement Visa Asks for Income, Not Savings

I have filed more than a thousand Spanish residence applications a year, and almost all of them are for Americans, Britons, Canadians and Australians. That volume is not a boast.…

Sun loungers beside a villa infinity pool above the sea: the life the retirement savings gap seems to rule out, and living abroad can put back in reach

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Investment

The Emperor Has No Clothes

Saving is great. But if we start now, can we really save enough to live well in our old age? The numbers below argue that for most people, the honest…

Stacks of gold coins under a percent sign against a rising market chart: the financial footing banking diversification protects

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Plan B

The Hidden Weakness in Most Plan B Strategies: Banking Concentration

In recent years, the idea of having a “Plan B” has moved decisively into the mainstream. What was once viewed as the preserve of the exceptionally wealthy is now discussed…

Stacked one kilogram fine gold bullion bars

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Investment

Gold Is on Sale. The World Needs It More Than Ever

Gold’s recent fall looks dramatic in isolation, but against a century of monetary expansion and currency debasement, it tells a very different story. …and needed more than ever. That is…

New York City skyline representing US financial and lifestyle ties

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Plan B

What Renouncing Your Citizenship Actually Costs and Why Most People Who Understand It Choose a Different Path

Renunciation of US citizenship is the subject of more online discussion and less precise information than almost any other topic in the Plan B conversation. It is simultaneously overhyped as…

A mature teak plantation of the kind sold under the Panama reforestation visa and similar forestry residency programs

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Investment

Can a Grove of Trees Secure a Plan-B Second Residency?

There’s a particular kind of investor who has stopped asking “where should I put my money” and started asking “where should I be allowed to live.” For that person, a…

Wallet with multiple bank cards representing international banking diversification

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Plan B

The Honest Case for Keeping Money in Three Different Countries

Most people’s banking setup is the result of inertia rather than intention. An account opened at eighteen. A second one added when the first bank’s fees became annoying. Perhaps a…

Family beside an infinity pool overlooking the sea

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Plan B

Why the World’s Wealthiest Families Are Now Building Plan B Strategies

For decades, the conventional wisdom surrounding wealth management was relatively straightforward: build a successful business, diversify across asset classes, work with trusted advisers, and focus on maximizing long-term returns. Geography…

Some places still let you keep your life to yourself.

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Plan B

The Countries Where You Can Still Disappear Legally

Ask most people where they could legally keep their financial life private in 2026 and they will assume the answer is nowhere. The old secrecy havens have been dismantled, the…