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Currencies Exposure - A Guide for Expats
Many expats have to transfer funds to and from the US from time to time. This could be because you make regular payments from abroad to...
Brian Dunhill
Nov 14, 20224 min read
105 views
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International Currency and Money Transfers for Expats
“The benefits from a world currency would be enormous.” - Robert Mundell Until then though, both when and after moving abroad, most...
Brian Dunhill
Nov 7, 20224 min read
327 views
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Banking for Expats - Should You Keep Your US Bank Account, and What Are The Best Banks Abroad?
“Banking establishments are more dangerous than standing armies” - Thomas Jefferson One of the most important considerations as you plan...
Brian Dunhill
Oct 31, 20226 min read
9,528 views
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Dunhill Financial Featuring in Webinar For Expats in the US
Dunhill Financial is proud to participate in an online financial planning event for European expats in the US on October 26th at 1pm ET.
Isa Kettmann
Oct 20, 20222 min read
58 views
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Mortgage 101: The Basics of Funding Your Home Purchase
Most first-time homebuyers in the US use a mortgage to finance their home purchase. In fact, only 30 percent of U.S. home purchases in 2021
Isa Kettmann
Oct 7, 20222 min read
30 views
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Understanding the Estate Planning Process
It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death.
Kamaljit Somal
Sep 19, 20224 min read
21 views
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6 Wise Ways to Use Your Tax Refund
When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately. Find out how to best make use of your refund...
Kamaljit Somal
Sep 15, 20223 min read
14 views
0 comments


Environmental, Social and Governance (ESG): Aligning Investment Choices with Social Causes
We all have social causes that we care about. But there can sometimes be divergence in the causes we care about and our investment decisions
Kamaljit Somal
Sep 12, 20223 min read
27 views
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US Social Security for American Expats
Retirement planning in the Western world is mostly based on a 3 pillars - your government pension, corporate pension and personal savings.
Brian Dunhill
Aug 10, 20222 min read
187 views
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Can Expats Make IRA Contributions?
Living and working abroad can be an exciting, satisfying and profitable experience.
Joshua Madden
Aug 1, 20222 min read
182 views
0 comments


What is a "Fiduciary" and why is it important?
Despite the past rumours that the Trump administration would do away with the "Fiduciary Rule" from the US Department of Labor.
Brian Dunhill
Jul 22, 20222 min read
50 views
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How much risk should you take?
Risk is an integral part of investing.
Brian Dunhill
Jul 11, 20223 min read
31 views
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Socially Responsible Investing: The Basics
More and more, people want to invest while making a difference.
Isa Kettmann
Jul 7, 20222 min read
28 views
0 comments


Dollar-Cost Averaging in times of uncertainty
Smart investors don’t try to time the market for long-term success.
Investors have been whipsawed during late February and early March.
Isa Kettmann
Jun 24, 20224 min read
24 views
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Saving for College: A Guide for Expat Parents
If you’re an expat with young children, you can't afford to ignore a major expense looming in the future–college education for your kids.
Isa Kettmann
Jun 24, 20222 min read
47 views
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What Can You Do With Your Foreign Pension When You Move Back to the United States?
When working abroad, it’s common to acquire a foreign pension plan.
Isa Kettmann
Jun 20, 20222 min read
56 views
0 comments


How to Start Investing
So you want to be an investor - welcome to the club!
Joshua Madden
Jun 10, 20223 min read
24 views
0 comments


When should I start taking Social Security?
The most common and confusing question for people planning for their retirement is the perfect age to start taking Social Security.
Kamaljit Somal
May 31, 20224 min read
38 views
0 comments


Retirement Strategies for Gen-Y
Retirement appears to be a long way off, and you have decades to prepare.
Isa Kettmann
May 23, 20223 min read
12 views
0 comments


How to choose the best debt repayment strategy?
Essentially, there are two methods which you could use to tackle debt, they are the Snowball and Avalanche methods respectively.
Isa Kettmann
May 11, 20221 min read
8 views
0 comments
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