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Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction by [Jennifer A Patterson, Kevin Breeding]

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Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction Kindle Edition

4.0 out of 5 stars 8 ratings

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Length: 281 pages Word Wise: Enabled Enhanced Typesetting: Enabled
Page Flip: Enabled Age Level: 18 - 18
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Editorial Reviews


"This is a book I would recommend to anyone..." - San Francisco Book Review  

"...full of solid advice for living and working all across the world while minimizing stress and anxiety." - IndieReader

"Having suffered the trials and tribulations of going expat in my mid-career in the 1990s, I wish that I had been given the information in this book those many years ago. Jennifer Patterson takes a complex and emotional subject and lays out a clear strategy for any individual or family trying to navigate the many conflicting forces at play when you move country, move job, and move out of a safe "home" environment.Jennifer lays out a bold manifesto, based on solid principles and experience. This book can save you money, your marriage/partnership, and a lot of emotional turmoil that normally leads to ill-health. Well worth reading and acting on the key ideas." - Lorne Mitchell, Managing Director, Objective Designers Ltd.

"Although this may be the financial planning profession's best resource on cross-border planning issues faced by people navigating among a variety of national and local tax jurisdictions, FinancialPlanning for Global Living also serves as a valuable guidebook for howto live a better, more prosperous, more intentional life."- Bob Veres, Publisher, Inside Information

"Jennifer Patterson is passionate about the importance of creating a financial foundation that supports individuals and families livingglobally. This book is the culmination of her many years' experience --both personal and professional -- of the realities of cross-borderliving, and it resonates with the warmth and wisdom she brings to thisoften neglected part of our lives. She blends practical guidance with afirsthand understanding of the challenges cross-border families face,helping us to achieve long-term security in an ever changing world. "-
 Rachel Yates, Creator, The Expat Lifeline

"Jennifer Patterson has written a must-read primer for anyone amidst or considering cross-cultural living... Read this book -- and learn fromone of the best. Financial Planning for Global Living is the exhaustivefield guide that should be included with every international assignmentso the issues that matter are dealt with from the start of thiswonderful global adventure." - Andrew Jernigan,Expat Insurance Broker and Co-founder, International Care

"A must-read for anyone considering a globally mobilelife, Financial Planning for Global Living provides practical tools toovercome the paralyzing fear of uncertainty to help us move our livesforward. Jennifer Patterson shows us the way to plan for a cross-borderlife with enough flexibility to adapt to an ever faster changing andunpredictable future, and to the complex constraints of conflictinglocal laws. Her process allows for both long-term flexibility andshort-term focus, never losing sight of what is important: Today, rightnow, we can design and live a personally fulfilling life on our ownterms, consistent with our core values and personal aspirations thatrecognizes the importance of our human capital as a key component of our wealth. Enjoy!"- Marina Hernandez EA, CFP®, MHtax

About the Author

Jennifer Patterson, CFP®, CIMA®, TEP is a recognized pioneer in cross-border wealth and life design. She has lived overseas over half her life and raised two tri-national kids with her dual-national husband. She is the author of “Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction” and “When Families Cross Borders: A Guide for Internationally Mobile People”, which was the first book to address financial planning and wealth management for multinational families, dual citizens and the globally mobile. She contributed to “Living Your Best Life Abroad: Resources, Tips and Tools For Women Accompanying Their Partners on an International Move” and “Expat Women: Confessions-50 Answers to Your Real-Life Questions about Living Abroad”. Jennifer is the founder of Patterson Partners Ltd., an independent financial advisory firm specializing in cross-border tax and financial planning that is known as “the secret advantage” to families with U.S. connections. Meet her at --This text refers to the paperback edition.

Product details

  • File Size : 1423 KB
  • Publisher : Make Your Mark Global, LTD (March 14, 2018)
  • Word Wise : Enabled
  • Publication Date : March 14, 2018
  • Language: : English
  • ASIN : B07B3SXBR9
  • Print Length : 281 pages
  • Text-to-Speech : Not enabled
  • Page Numbers Source ISBN : 0999257919
  • X-Ray : Not Enabled
  • Enhanced Typesetting : Enabled
  • Screen Reader : Supported
  • Lending : Enabled
  • Customer Reviews:
    4.0 out of 5 stars 8 ratings