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Financial Planning for...
Jennifer a Patterson
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Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

4.60  ·  Rating details ·  5 ratings  ·  4 reviews
What is financial planning for global living?

Whether you are embarking on a short- or long-term overseas assignment, moving for love, are a dual citizen, are considering retiring abroad, or are an advisor to people in any of those situations, Financial Planning for Global Living will give you the insight and practical guidance, and the tools you need, all honed from the tr
Paperback, 280 pages
Published March 14th 2018 by Make Your Mark Global
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4.60  · 
Rating details
 ·  5 ratings  ·  4 reviews

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Crystal Reed
Dec 23, 2018 rated it it was amazing
One of the sub-sub-headings is: The Exponential Nature of Cross-Border Complexity (in Financial Planning). I feel like that effectively sums up the focus of this book, as the title implies. Despite the challenging nature of the material, I was impressed with the author's thoroughness and her seeming depth of knowledge. (I say "seeming" only because I don't know enough about this topic to be able to judge whether she's right about absolutely everything, but I'm willing to trust that she is at lea ...more
Willow Moon Greymoor
Dec 29, 2018 rated it it was amazing
Wealth of financial knowledge!

This book offers extensive information for readers working toward obtaining a solid plan for globally living with step-by-step advice and information on an array of subjects. Personal financial planning, assets, taxes, cash design, financial capital, understanding taxes across borders, dual citizenship, wealth transfer, cross-border businesses, retirement, and cross-border divorce. Jennifer also provides authentic guidance on how to move to a new country, live, play
Mark Smith
Jan 13, 2019 rated it liked it
Starting out the new year on the right financial foot can be difficult. This is why we turn to trusted advisors and self-help gurus to lead the way. Jennifer A. Patterson’s Financial Planning helps explain the nuances of preparing for the future and putting your ducks in a row. Her knowledge is all-inclusive, and she offers a very detailed approach to saving, planning, and budgeting. Anyone who knows nothing about financial planning will learn a lot from this guide. But Patterson could dumb down ...more
Jan 20, 2019 rated it it was amazing
Are you thinking of, considering, or starting to plan a life living in a foreign country? In "Financial Planning for Global Living", Jennifer Patterson will walk you through the necessary steps to mastering the logistics of living a cross-border, straddled, or single-country lifestyle when it comes to your finances. Having years of experience helping others, and currently living the cross-border life herself for many years, Patterson knew there was a market for helping people who resided and ha ...more
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