Brigada features Vagabond Finances

17 September 201917 September 2019 Mark Mason Mark Zoril

Our thanks to Doug Lucas and Tina McCormick for highlighting Vagabond Finances’ review of The $96 Financial Advisor in their Brigada e-newsletter!

If you haven’t seen it, this is the blurb:

Brigada is a must-have in your inbox if you are a nonprofit worker with a heart for the Great Commission. You can find out more through the Brigada website.

Vagabond Finances is so grateful both for their work and for this attention.

Mark Mason

Missions is my calling. Finances is my hobby. Helping you is my pleasure. "Mark" is my ultra-ego.

Vagabond Finances

Schwab acquires TD Ameritrade? We sure didn't see this one coming. Wow!
https://www.amtd.com/news-and-stories/press-releases/press-release-details/2019/acquisition-information-center/default.aspx

Acquisition Information Center

THE CHARLES SCHWAB CORPORATION TO ACQUIRE TD AMERITRADE Transaction to Combine Two Award-Winning Companies The Charles Schwab Corporation and The TD Ameritrade Holding Corporation today announced that they have entered into a definitive agreement for Schwab to acquire TD Ameritrade in a stock transa...

amtd.com

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Vagabond Finances

When your employment income wanes but your passion for ministry doesn’t, you’ll be glad you planned for partial or full self-funding.
https://vagabondfinances.com/no-more-donations/

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Vagabond Finances

It's great to love your work and hope to do it forever, but save as if you won't be able to work past 65. Why? Over 50% of people plan to work in retirement, but the actual employment rate among people 65 and up is only about 20%.

Working in retirement doesn't always work, say unemployed retirees who planned on it

Many retirees plan to work in retirement, but age discrimination and disabilities can make it harder to get hired.

businessinsider.com

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Vagabond Finances

As US expats, we're never able to ignore these announcements regarding the next year's tax brackets, etc. 😭 Not exactly an exciting read, however. 😎https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2020

IRS provides tax inflation adjustments for tax year 2020 | Internal Revenue Service

IR-2019-180, November 6, 2019 — The IRS today announced the tax year 2020 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes.

irs.gov

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Vagabond Finances

If you understand this chart and know what it means for your future, then you don't need Paul A. Merriman's podcast or website. For EVERYONE else, this is a must!

What do you know about the past and future returns of your investments? | Paul Merriman

What do you know about the past and future returns of your investments? January 16, 2019 https://paulmerriman.com/wp-content/uploads/2019/01/soundinvesting-1-15-19.mp3Podcast: Play in new window | DownloadSubscribe: Android | Email | Google Podcasts | RSS Paul analyzes the 20-year returns of 10 majo...

paulmerriman.com

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Vagabond Finances

We highly recommend these free Thun Financial Advisors' webinars.

Thun Financial Advisors

Successful investing for Americans abroad has been complicated in recent years by the tax and regulatory implications of FATCA. This live webinar provides a detailed analysis of the challenges facing American investors and puts forth our approach to efficient, compliant, long-term wealth management and financial planning for American expatriates.

Please join us on November 5, at 7 a.m. Chicago time, for our U.S. Expat Investment Management and Financial Planning webinar by following this link:

https://bit.ly/31DRQ4d

Topics include, but not limited to:

Use of retirement accounts both in the U.S. and abroad (IRAs, 401(k)s, foreign pensions, etc.)
Investing strategies, asset allocation
Tax planning across multiple jurisdictions
Impact of FATCA, U.S. citizenship-based taxation and other regulations
Cross-border estate planning
College savings plans in the U.S.
Charitable giving
Currency management

If you would like to know more, please visit us at www.thunfinancial.com

#usexpats #etfs #investing #financialplanning #investments #wealth #investment #informed #complicated #iras #expatriates #estateplanning #FATCA #financial #collegesavings

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Mark Mason

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