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Member-Contributed Article

Financial Checklist for Expatriates

Financial Checklist for ExpatriatesiStockphoto

Are you on track for retirement and your other financial goals? When it comes to living abroad, there are special considerations to be aware of depending on your nationality and circumstances. Review the checklist to ensure your bases are covered.

 

Katie A. Erickson is a Certified Financial Planner (CFP®) from Olympia, Washington. Trained in the United States and residing in Jakarta, services include investment review and recommendations, account consolidation, cash flow analysis, insurance, tax, retirement, education, and estate planning with an emphasis on the unique investment and opportunities available to expatriates.

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