Connected Financial Planning

We’re excited to share that our insights were included in CNN’s article, Best Countries for American Expats in 2025! It’s an honor to contribute to such a valuable resource for Americans exploring the opportunity to build a life abroad. 📣 Arielle Tucker Certified Financial Planner™, EA highlighted the importance of thoughtful financial and lifestyle planning when considering a move overseas. Relocating is more than just finding the right destination; it’s about aligning your choices with your values, financial goals, and long-term vision for your future abroad. At Connected Financial Planning, we’ve worked with countless expats to help them navigate the complexities of cross-border finances, ensuring they’re equipped to thrive in their new home country. 💡 Thinking about making the leap to life abroad? Check out Blane Bachelor's article here: https://lnkd.in/e73Uz5A5 💡 Want more tips and insights? Sign up for our free six-week email course on cross-border tax and financial planning: https://lnkd.in/eGNqvESX #ExpatLife #LivingAbroad #AmericanAbroad #FinancialPlanning #CrossBorderPlanning #CNNFeature

🎄 Happy Holidays from Connected Financial Planning! 🎄 We are incredibly grateful for the opportunity to support our clients on their financial journeys this year. A special thank you to the amazing community of cross-border professionals, attorneys, and tax teams collaborating with us to serve our clients. Your expertise and partnership make all the difference, and we couldn’t do it without you! 🎁 Office Closure: Our office will be closed from December 23 through January 6 as we rest, recharge, and prepare to kick off 2025 with renewed energy. Wishing you a joyful holiday season filled with peace, love, and cherished moments with those who matter most. Here’s to another year of growth, collaboration, and success! 💡 Sign up for our free six-week email course for cross-border tax and financial planning strategies: https://lnkd.in/eGNqvESX #HappyHolidays #ThankYou #FinancialPlanning #ExpatLife #Collaboration #ConnectedFinancialPlanning

🌍 Thinking About Making Germany Your New Home? 🇺🇸➡️🇩🇪 Join us for an all-female panel of cross-border experts who will provide you with the insights and strategies you need to navigate the complexities of relocating and thriving in Germany. 🎙️ Webinar: Making Germany Home – Expert Strategies for US Citizens 📅 Date: 6 January 2025 ⏰ Time: 17:00-18:00 CEST 💻 Where: https://lnkd.in/gMuw3Eyy Meet Our Expert Panelists: Emily Haines, International US Tax Expert at Xpatax Solutions LLC Tia Hardy Robinson, Global Mobility Specialist at Expath Arielle Tucker Certified Financial Planner™, EA, Cross-Border Financial Planner at Connected Financial Planning What You’ll Learn: ✅ Immigration Insights: Understand German immigration laws, secure your residency and navigate the visa application process. ✅ Tax Considerations: Stay compliant with US and German tax regulations while optimizing your financial situation. ✅ Financial Planning: Master cross-border financial strategies, from banking to investments, ensuring a smooth financial transition. ✅ Living in Germany: Gain practical tips on housing, healthcare, local culture, and building a fulfilling life abroad. 📩 Register here: https://lnkd.in/gMuw3Eyy #Webinar #ExpatLife #MovingToGermany #CrossBorderPlanning #USExpats #GlobalMobility #FinancialPlanning

🎙️ New Podcast Episode Alert: 2024 End of Year Tax and Financial Planning for US Expats! 🌍 As 2024 winds down, it’s the perfect time to get your tax and financial plans in order, especially for US expats navigating cross-border complexities. In this episode of Passport to Wealth, we’re sharing actionable tips to help you make the most of your year-end financial planning. ✨ Key topics include: ✅ Strategies to maximize deductions and credits before year-end. ✅ Navigating tax obligations as an expat, don’t forget about the IRS! ✅ Financial planning moves to set yourself up for success in 2025. Whether you’ve been living abroad for years or are preparing for your first tax season as an expat, this episode is packed with practical advice to help you finish the year strong. 🎧 Listen now: 2024 End-of-Year Tax and Financial Planning for Expats https://lnkd.in/dXbt8Ybj 💡 Want more insights on navigating expat finances? Sign up for our free six-week email course for cross-border tax and financial planning strategies: https://lnkd.in/eGNqvESX #PassportToWealth #ExpatLife #YearEndPlanning #FinancialPlanning #CrossBorderTax #LivingAbroad

🌍 Is Europe a “Safe Haven” for US Expats? In the wake of recent US elections, many Americans are considering a move abroad, often looking to Europe as a political and social refuge. But as we’ve seen, Europe itself is shifting—a steady move to the right is reshaping politics across the continent. From Giorgia Meloni’s rise in Italy to far-right parties gaining ground in key EU nations, the political climate in Europe is evolving. For US expats considering relocation, it’s a reminder that no country or region is immune to change, and the idea of a "safe haven" may be more complex than it appears. What does this mean for Americans abroad? 👉 Political Climate: Research not only visa options and quality of life but also the local political landscape and how it might align (or not) with your personal values. In my experience visa options can change quickly so your research three years ago may look different from what is available today. 👉 Long-Term Planning: Relocation is more than a short-term escape—it requires understanding how shifting policies may impact healthcare, education, and even taxation. 👉 Stay Realistic, Stay Informed: Europe offers incredible opportunities, but it’s not a monolith. Europe is not one country. Every country (and regions within those countries) has its challenges, politics, and cultural nuances. 💡 The Bottom Line: Moving abroad can be transformative, but it’s crucial to look beyond headlines and “grass is greener” assumptions. A well-thought-out relocation plan considers politics, lifestyle, and long-term financial goals to ensure the move aligns with your vision for the future. 📖 For those considering the leap, understanding both the realities and opportunities of cross-border life is key. Let’s start the conversation. 💬 For more tips on relocation, financial planning, and navigating life abroad, sign up for our free six-week newsletter: https://lnkd.in/eGNqvESX. #ExpatLife #RelocationPlanning #USExpats #EuropePolitics #CrossBorderPlanning #LivingAbroad

🌍 Thinking About Moving Abroad With Your Family? 🛫👨👩👧👦 Relocating internationally is an exciting adventure, but when you’re moving with a family, the financial considerations become even more complex. From schooling options to healthcare systems, taxes, and housing, there’s a lot to plan for to ensure a smooth transition. In our latest article, Financial Considerations for Moving Abroad With Family, we dive into key topics you need to think about, including: ✨ Evaluating the cost of living in your new country. ✨ Planning for education and childcare expenses. ✨ Navigating cross-border tax obligations. ✨ Building a financial safety net for unexpected challenges. 💡 The Bottom Line: With the right preparation, moving abroad with your family can be a life-changing experience that opens up incredible opportunities for growth and connection. 📖 Read the full article here: Financial Considerations for Moving Abroad With Family https://lnkd.in/e6uKx7x7 💬 Have questions about cross-border finances or planning your move abroad? Let’s connect or sign up for our free six-week email course for expat financial insights: https://lnkd.in/eGNqvESX #MovingAbroad #ExpatLife #FamilyAbroad #FinancialPlanning #CrossBorderLife

At Connected Financial Planning, we’re passionate about helping expats and entrepreneurs thrive financially while building a life abroad. That’s why we’re so excited to share this week’s episode of Passport to Wealth, featuring the incredible Sandra Morno MBA, EA 🌍🛫💰 MoneySmart Travelnista Sandra is a seasoned tax strategist and digital nomad with over 15 years of experience helping female entrepreneurs and expats navigate the complexities of cross-border taxes. In this episode, Sandra shares: ✨ Her inspiring journey living and traveling through South America ✨ How she builds social networks in new countries ✨ The life lessons she’s learned along the way ✨ Her top tips for moving abroad—personally and from a tax perspective 💡 Thinking about taking the leap to move internationally? Tune in for valuable insights and inspiration from someone who’s been there and done it. 🎧 Listen now: https://lnkd.in/efjgGxfr 💬 Have questions about cross-border finances or planning your move abroad? Let’s connect or sign up for our free six-week email course for expat financial insights: https://lnkd.in/eGNqvESX #PassportToWealth #DigitalNomad #SouthAmerica #ExpatLife #CrossBorderTaxes #ConnectedFinancialPlanning

🌍 Navigating Inheritance & Estate Taxes for Americans in Germany 🇺🇸➡️🇩🇪 Are you a U.S. citizen living in or planning to move to Germany? Understanding the complex landscape of inheritance and estate taxes is essential for safeguarding your legacy and ensuring financial peace of mind. Join us for an expert-led webinar that will provide comprehensive insights into managing your estate across international borders. 📅 Date: Thursday, January 16, 2025 ⏰ Time: 10:00-11:00 PCT / 19:00-20:00 CEST ⏳ Duration: 1 Hour 🔗 Register: https://lnkd.in/eF4ETUQs Why Attend? Relocating to Germany comes with unique financial challenges, especially regarding inheritance and estate planning. This webinar will help you: 👉 Understand Dual Tax Obligations: Learn how U.S. citizenship affects estate planning in Germany and navigate compliance with both U.S. and German tax laws. 👉 Explore German Inheritance Tax: Gain insights into German inheritance tax and how it applies—even if you’re not a German citizen. 👉 Avoid Common Pitfalls: Discover common mistakes Americans make and how to ensure a smooth financial transition for your heirs. 👉 Practical Compliance Steps: Understand high-level tax reporting obligations for U.S. citizens in Germany. Meet Our Experts: ⭐ Emily Haines, CPA – International US Tax Expert, Xpatax Solutions LLC ⭐ Petra Korn – German American Lawyer, pKornLaw Provides guidance on U.S. & German estate and inheritance planning. ⭐ Arielle Tucker Certified Financial Planner™, EA Tucker – Cross-Border Financial Planner, Connected Financial Planning Expert in cross-border financial planning for U.S. citizens & their families. 💡 Don’t miss this opportunity to gain clarity on inheritance and estate taxes in Germany and take the first step toward securing your financial legacy! #Webinar #InheritanceTax #EstatePlanning #USExpats #LivingAbroad #CrossBorderPlanning #Germany #AmericanAbroad

📢 BOI Reporting: Do US Expats with Foreign Companies Need to Comply? Current Status: A federal ruling has temporarily blocked enforcement of Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act (CTA). But don’t let this delay fool you; compliance could still be required soon, so it’s important to stay informed. What is BOI Reporting? BOI reporting requires certain entities, including domestic and foreign companies registered to do business in the US, to disclose information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). This is part of the government’s effort to combat money laundering and increase corporate transparency. Do US Expats with Foreign Companies Need to Comply? For US citizens managing foreign companies, the rules may apply if: 👉 Your foreign company is registered to do business in the US. 👉 You hold a beneficial ownership stake in a domestic or foreign entity. Entities exempt from reporting include publicly traded companies, certain large operating entities, and specific non-profits, but most small businesses and LLCs will need to comply. Why Does This Matter? If reinstated, non-compliance could result in severe penalties, including fines of up to $500 per day and potential criminal charges. As a US expat managing cross-border business interests, understanding these requirements is critical to staying compliant. 💡 The Bottom Line: Even with the current enforcement block, the BOI reporting requirements could soon be reinstated. If you own or manage a foreign company tied to US operations, it’s time to prepare. 💬 Have questions about how BOI reporting impacts you? Let’s connect, or sign up for our free six-week email course for cross-border tax and financial insights: https://lnkd.in/eGNqvESX #BOIReporting #CorporateTransparencyAct #USExpats #CrossBorderCompliance #LivingAbroad #FinancialPlanning

✨ Progress Over Perfection✨ When it comes to financial planning, we can design nearly perfect plans and comprehensive strategies that optimize every detail. But here’s the truth: perfection often comes at a cost. For most individuals and families, the challenge isn’t creating the plan—it’s implementing it. The steps can feel overwhelming, and that overwhelm can lead to inaction. I am a firm believer in progress over perfection. I’d much rather see clients implement 80% of their plan than get stuck striving for 100% and take no action. Small, consistent steps create momentum, and over time, those steps lead to meaningful progress. 💡 Remember: A good plan you execute is far better than a perfect plan that sits untouched. 💬 Ready to take small, meaningful steps toward your cross-border financial goals? Let’s connect, or sign up for our free six-week email course on cross-border tax and financial insights: https://lnkd.in/eGNqvESX #ProgressOverPerfection #FinancialPlanning #TakeAction #SmallStepsBigImpact #ExpatLife #BuildingWealth