?????????????????????????? & ??????????????????: ???????????????? ???? ?? ???????? ???? ??????????????. Are you best positioned to retire in America and thrive? Once you're retired, there's no plan B. It's that time again. Join?Richard Taylor?and?James Boyle, CFP??for the next part in our Opportunities & Landmines webinar series. As always, January's webinar was packed and we ran out of time answering questions. We will again keep 30 mins reserved for answering your questions. ??????’???? ?????????? ??????????: - What to do with your UK investments/pensions/bank accounts - How to optimise your US retirement accounts when stepping away from the workforce - How to plan ahead for annual tax/reporting - How to create retirement income for a cross-border retirement - Plus loads more and a live Q&A ???????????????? ???? ????????????:?https://lnkd.in/e8hiCXk6 Plan First Wealth
Plan First Wealth
金融服务
Greenwich，Connecticut 392 位关注者
Lifestyle Financial Planning and Cross-Border Wealth Management for successful Americans and British expatriates
关于我们
Plan First Wealth is a Registered Investment Advisor (RIA) based in Greenwich, CT, serving successful Americans and British expatrites living across the US who want to leverage their success and associated wealth to live their best lives. We work with them to: ? ???????????? ?????????? ?????????? to ???????? ????????, ???????? ???????? ?????? ???????? ????????. ? Take advantage of all the financial ?????????????????????????? that are available to them. ? Avoid all the ?????????????????? that can blow up all their hard work. ? Build and maintain a ?????????????????? ???????? that maps out their future to help them make good financial decisions, avert disasters and avoid leaving their life on the table. DISCLAIMER: Plan First Wealth is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
- 网站
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https://planfirstwealth.com/
Plan First Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Greenwich，Connecticut
- 类型
- 合营企业
- 创立
- 2018
- 领域
- Lifestyle Financial Planning 、QROPS、SIPPS、US-UK Cross Border Financial Planning 、Investment Management 和UK Pension Advice
地点
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主要
获取路线
500 West Putnam Ave
STE 400
US，Connecticut ，Greenwich，06830
Plan First Wealth员工
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Richard Taylor
Founder of Plan First Wealth: ????/ ???? Lifestyle Financial Planning & Cross-Border Wealth Management for Successful American & International…
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Martha S. Kern, MSFS, CFP?, ChFC?
CCO & COO at Plan First Wealth LLC
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James Boyle, CFP?
Lead Planner at Plan First Wealth: Cross-Border Retirement Planning for British Expats Living in America
动态
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LIVE PFW & Friends - US/UK Cross-Border Tax Q&A Join us on February 14 at 11am ET for our monthly Live Q&A with Simon Misiewicz, a US/UK cross-border tax adviser, as we dive into those pesky cross-border tax issues.
LIVE PFW & Friends - US/UK Cross-Border Tax Q&A
www.dhirubhai.net
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?????????????????????????? & ??????????????????: ???????????????? ???? ?? ???????? ???? ??????????????. Are you making the most of your opportunity? It's that time again! Join?Richard Taylor?and?James Boyle, CFP? for our first webinar of 2024. We ran this webinar last year and it was the most attended webinar we've ever put on. ??????’???? ?????????? ??????????: - What ‘free lunches’ to take advantage of in the USA - How to manage investments, pensions, bank accounts in the UK - The different types of US investment/retirement accounts and how they might suit you - Plus loads more and a live Q&A ???????????????? ???? ????????????: https://lnkd.in/eT8PhCdD Plan First Wealth
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LIVE PFW & Friends - US/UK Cross-Border Tax Q&A Join us on January 10 at 11am ET for our monthly Live Q&A with Simon Misiewicz, a US/UK cross-border tax adviser, as we dive into those pesky cross-border tax issues.
LIVE PFW & Friends - US/UK Cross-Border Tax Q&A
www.dhirubhai.net
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The first Live Q&A of 2024 is coming up. Same format: US/UK Tax Adviser - Simon Misiewicz - and US/UK Financial Planner - our very own Richard Taylor. Plus, we will be joined at the start by property maestro, Richard Bradstock, who will give us an update on international property in general and a few of their projects in particular. Simon and I will then discuss the riveting, spellbinding, and enthralling topic of ???? ???????????????? ???? ?? ???? ???????????????? (https://lnkd.in/gcnKvfWS) and we will of course take questions throughout. Be there or be square (or just watch it when we post it to YouTube... ??)
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#BritishExpatsUSA, should you make Voluntary National Insurance contributions? Short answer - YES, I think you probably should. Here's the blog with the details Richard Taylor, Founder & CEO, Plan First Wealth https://lnkd.in/eEt3fyQe ------------------------------------------------------------------------------------ Plan First Wealth?is a cross-border financial planning and wealth management firm that exists to help successful ?????????????? ???????????? ???????????? ???? ?????????????? take advantage of the ?????????????????????????? and avoid the ?????????????????? that come with being an expatriate in America.
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LIVE PFW & Friends - US/UK Cross-Border Tax Q&A Join us on December 13 at 11am ET for our monthly Live Q&A with Simon Misiewicz, a US/UK cross-border tax adviser, as we dive into those pesky cross-border tax issues.
LIVE PFW & Friends - US/UK Cross-Border Tax Q&A
www.dhirubhai.net
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There's usually no silver bullet. Successful financial and tax planning is about consistently taking the right actions over a long period. And avoiding the pitfalls and setbacks along the way ("landmines" in?Plan First Wealth?language). We have a 62-point checklist that we actually use with our clients to make sure they are taking these steps consistently. 62 "Opportunities & Landmines" specifically created for?#BritishExpats?living in America. DM us and we'll send you a copy. Richard Taylor
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It doesn't have to be this way! We're not all the same. If you're affected by the recent fallout, I urge you to investigate your options. We can help. Please reach out to me if you'd like to chat. Richard Taylor, Founder & CEO,?Plan First Wealth [email protected] Check us out at: www.planfirstwealth.com ------------------------------------------------------------------------------------ Plan First Wealth?is a cross-border financial planning and wealth management firm that exists to help ?????????????? ???????????? ???????????? ???? ?????????????? take advantage of the ?????????????????????????? and avoid the ?????????????????? that come with being an expatriate in America.
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It doesn’t have to be this way. Plan First Wealth exists to help ?????????????? ???????????? ???????????? ???? ?????????????? take advantage of the ?????????????????????????? and avoid the ?????????????????? that come with being an expatriate in America. If you’re fed up with the trouble and uncertainty, of the lack of meaningful advice, and of not getting a response to your emails, give us a shout and we’ll show you a better way. Richard Taylor, Founder & CEO, Plan First Wealth
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