Gavin Soons Gavin Soons

Moving to… Spain

We start this article with the very latest – the Spanish government has officially voted to eliminate it’s Golden Visa at the start of 2025. This is an understandable response to some of the more damaging effects of that program. It does not mean that the country is not open to new residents from the US under other programs.  

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Moving Abroad Amy Witherbee Moving Abroad Amy Witherbee

Moving to… Portugal

No European country has had more interest from would-be American expats over the past few years than Portugal. Its reputation for sun, culture and communal life comes with obvious appeal. But there has been some confusion about its visa and tax options for expats in the wake of changes to some of the country’s laws. Below we give you an overview of where things stand right now.

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Moving Abroad Amy Witherbee Moving Abroad Amy Witherbee

Moving to…Greece

I am going to bet that with world news being what it is, more than a few of you are dreamy of a peaceful place overlooking turquoise waters, maybe with an olive tree for shade?  And at this point, you may even be thinking of one day living in such a place. If you are contemplating a move to Greece, this article is for you.

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Amy Witherbee Amy Witherbee

Insurance Policies and Climate Change

We’ve had a great summer here in the Boston area. But the relentless fires, storms and weather extremes across the rest of the country should have us taking stock of our own vulnerabilities. The insurance industry has already come to its own conclusions: the future is looking expensive.

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Amy Witherbee Amy Witherbee

Why You Should Care About Your Arbitration Clauses

Now let’s imagine that you start finding unexplained fees in your statements -- $13 one month, $2.50 the next month. Worse yet, you experience what many Wells Fargo customers came up against. You start getting collections calls for fees on accounts in your name, at your bank, but not the account you recall opening.

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Amy Witherbee Amy Witherbee

July is a Great Time to Check on Your Taxes

I’m not thinking this post will make me popular, but honestly, we would be a much happier population next April if we each spent an hour or less reviewing the tax situation now, in July.

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