Certified Financial Planner Board of Standards Inc.

09/12/2025 | Press release | Archived content

Expat Financial Planning in 2025

U.S. expats face complex financial planning challenges when moving abroad, including varying tax obligations, investment options and banking rules by country. CFP Board Ambassador Lauryn Williams, CFP® advises expats to carefully plan their banking and cash management strategies and work with CFP® professionals for comprehensive budgeting and financial planning advice.

Read More at Wall Street Journal

Wall Street Journal (Buy Side)
Molly Grace September 12, 2025
Certified Financial Planner Board of Standards Inc. published this content on September 12, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 22, 2025 at 18:22 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]