Financial Planning for Global Living

Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

Jennifer A. Patterson, CFP® (US), CIMA, TEP

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 trenches. You’ll learn the key dynamics of the community and lifestyle, discover the key technical issues that affect tax and legal complexity, and you’ll learn both the model and the methodology to confidently design a plan that allows you to live, work, play, and make a difference from anywhere in the world while you and your family live a full, financially secure, happy, and well-structured life… across borders.

About the Book

Q&A with Cath Brew, author of Living Elsewhere

Making Here Home talks to Cath Brew, author of Living Elsewhere.

How did you find the ‘writing’ process? And how long did it take you to write the book?

It took a little over a year from the idea to publication. Initially I created a long list of typical expat scenarios and a guide of principles that set up an ethos for the book. From here I worked out how to depict each of those scenarios. Some were quite difficult and it took a few attempts to find the right way of expressing the situation or getting the right expression. My sketchbook came with me everywhere – I never left it in my car or anywhere that it could be stolen. In all honesty, it felt irreplaceable and became more important to me than my wallet or passport in my ways. I sketched out each drawing in pencil, before going over it in black pen. When all 100 were roughed out, I redrew them all again to a higher standard, scanned them and emailed them off to the publisher.

More from Cath | About the Book

The Expat Bookshop Top Ten for 2017

Once again, Expat Nest, Counselling Without Borders, asked the Expat Bookshop to list our favourite titles for 2017. Life in a foreign field has always been fertile ground for writers. This year 2017 has been no exception. In no particular order, here is the Expat Bookshop’s top 10 for 2017. There’s something here for the movers and the shakers, the workers and the drifters, the kids and their parents. Click the image to find out more…

 

Third Culture Kids – 3rd Edition – out now!

In this 3rd edition of the ground-breaking, global classic, Ruth E. Van Reken and Michael V. Pollock, son of the late original co-author, David C. Pollock have significantly updated what is widely recognized as The TCK Bible. Emphasis is on the modern TCK and addressing the impact of technology, cultural complexity, diversity & inclusion and transitions. Includes new advice for parents and others for how to support TCKs as they navigate work, relationships, social settings and their own personal development. Specific updates:

  • A second PolVan Cultural Identity diagram to support understanding of cultural identity
  • New models for identity formation
  • Updated explanation of unresolved grief
  • New material on ‘highly mobile communities’ addressing the needs of people who stay put while a community around them moves rapidly
  • Revamped Section III so readers can more easily find what is relevant to them as Adult TCKs, parents, counselors, employers, spouses, administrators, etc.
  • New “stages and needs” tool that will help families and organizations identify and meet needs
  • Greater emphasis on tools for educators as they grapple with demographic shifts in the classroom.

Available from Amazon