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INTRO – STEP18 CROSS BORDER FINANCIAL PLANNING CHALLENGES, TAXATION AND COMPLIANCE A Pondstraddler is a person with one foot on each shore whose heart resides in both countries. The global migration effect on Bermuda islanders and their families. A l...

INTRO – STEP17 You've reached the Lightness of Being – BECOMING MORE in Financial Control of your finances, in our unique Bermuda financial environment. Bermuda’s Coat-of-Arms is Quo Fata Ferunt, meaning wherever the Fates will Lead Us. You do not em...

INTRO – STEP16 Nothing Zero About Tax in Bermuda’s Economy! All governments across the globe assess some sort of taxes in order to operate a country, if you will. Some countries do have low tax rates - due to high valuations from native and natural p...

INTRO – STEP15 The Dimming of the Day – Estate Planning for your family and legacy Have we put our affairs in order? Managing the finances of a single individual is a challenge any day of the week. Imagine how complex it can be when a nuclear family ...

INTRO – STEP14 Managing Risk, The Consequences and Resolution Everyone faces risks and anxieties at some point in their lives, from job security to relationships, health issues, natural disasters, financial uncertainty and the like. Knowing how these...

INTRO – STEP13 Your review plan is more than two-thirds finished - don't give up now. What average returns should you be looking for in long-term appreciation of your pension and your personal investing? How are you doing with your personal investmen...

INTRO – STEP12 Pension Life Stage Choices We are now at the process to review the performance of a illustrative selected pension account: 1.Monitoring the performance of a balanced pension fund; 2.Discuss Lifestage differences in allocations and rate...

INTRO – STEP11 TRACKING Your Personal Bermuda National Pension Here is a little factoid. Your Bermuda National Pension Plan (formal name Occupational Pensions Act 1998) is probably going to be your biggest asset, besides your home. Spectacularly, a 2...

A look at a home-grown company Your personal investment review This phase of your financial review may be bit more tedious for some, but it is also the most important, so we will cover it in steps Ten - Thirteen. We will review A.Why invest at all in...