Finance Tips for Moving Abroad | Budgeting, Banking & Taxes

Puerto Rico

Considering Puerto Rico for Retirement? Here’s Your Guide!

Introduction For many U.S. citizens searching for a new chapter that still feels familiar, the idea of considering Puerto Rico for retirement begins with a small but powerful thought: you…

Presidents Week 2025: Building the Future of Global Wealth

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Presidents Week

Presidents Week 2025: Building the Future of Global Wealth

For decades, the formula for retirement was simple: work hard, save diligently, and ride out your golden Each year, Presidents Week brings together an extraordinary group of internationally minded investors,…

How Belize is emerging as a digital gateway for global investors

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Plan B

Belize Is Emerging as a Digital Gateway for Global Investors

As President of Caye International Bank, one of Belize’s leading international financial institutions, I have witnessed firsthand the transformative power of technology within our nation. Belize, traditionally known for its…

Craggy cliffs and quiet harbors frame life in the Isle of Man

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Your Plan B

Life and Opportunity on the Isle of Man

With all the quirk and charm of British coastal towns—less than a stone’s throw from some of the most picturesque walking trails the British Isles has to offer—the Isle of…

Starting a Business Abroad - A world of new markets and global possibilities

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Business

The Beauty of Starting a Business Abroad

Starting a business abroad can be considered a rite of passage for entrepreneurs aspiring toward global success. But with risks often outweighing rewards, globalization remains a make-or-break step for most…

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Plan B

How to Legally Pay Less Tax Abroad

In the last decade, taxation has become one of the defining forces behind global mobility. Governments are tightening revenue systems while entrepreneurs, remote workers, and retirees quietly reposition their lives…

The Tale of the Tael - A timeless store of value across centuries

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Finance

The Tale of the Tael’s: A Hard Lesson about Hard Money

This lesson isn’t new. But we do have to rediscover it from time to time. Back in 1975, I was a senior officer with the world’s oldest and largest dealer…

Central America’s strategic position is reshaping the global offshore banking map

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Plan B

The Future of Global Finance Runs Through Central America

As global financial systems undergo a fundamental reconfiguration, driven by geopolitical realignments, technological innovation, and increasing demand for financial autonomy, one fact is becoming increasingly clear: the future of offshore…

Global Diversification Tips from Experts

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Plan B

Staying in One Country Could Be Your Biggest Financial Risk

The idea that true safety lies in staying put—in building a life, a portfolio, and a future within the confines of one flag—has long guided financial and personal decision-making. But…

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Plan B

Where Expats Are Moving to Keep More of Their Money

For decades, moving abroad was a story about romance and reinvention — Mediterranean terraces, tropical beaches, mountain hideaways. But in 2025, the narrative has sharpened. The question isn’t just where…