I always felt uneasy when my late husband Karl wanted us to eat out every night of the weekend.
It wasnât big trips or fancy purchases draining our budget â it was simply restaurants, drinks, and sna...
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I used to think the only way to grow my portfolio was to earn more.
Promotions. Bigger salary. Better job.
But hereâs the truth:
Earning more didnât change how I felt about my money.
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Most people spend decades building a strong pension and investment portfolio.
But thereâs one huge mistake many professionals still make.
They forget about taxes.
Not investment taxes. Not capital ...
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When I moved to Switzerland, my financial life looked like a big mess.
Accounts in different countries.
Pensions, I forgot about.
Tax requirements â it was all over the place. đ”âđ«
If youâre an expat he...
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Investing for your child can feel overwhelming, especially in Switzerland, where tax rules, international moves, and âkidâ products make the setup more complex than it should be.
If youâve ever de...
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Choosing the right ETF can be confusingâespecially when you live in Switzerland and have cross-border financial considerations.
If you've ever felt overwhelmed by ETF options, you're not alone.
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Divorce can turn life upside downâemotionally, legally, and financially.
And if youâre an expat juggling assets, pensions, and accounts across multiple countries, the complexity only multiplies.
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These are mistakes I've seen (and sometimes made!) that could be costing you big time.Â
As someone with a multi-country situation, your finances are way more complicated than most people realize.
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A couple of weeks ago, I did a presentation at EY, a company I used to work for in New York and which provides advisory, assurance, tax, and transaction services around the world.
As I finished ta...
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