The Path to Retirement Planning
By Raoul Rodríguez “Do I have enough saved to retire?” is one of the more frequent questions I get as a certified financial planning professional. It is human nature to …
Leer másRAOUL RODRÍGUEZ
Mexican Mutual Funds Welcome You to a US Tax Nightmare
By Raoul Rodriguez If you are a US person1 you should avoid foreign mutual funds like the plague! After talking to clients about the reasoning behind this admonition, I often …
Leer más
Tax Loss Harvesting Limits
By Raoul Rodriguez In my last article, I showed you how to calculate gains and losses on the sale of securities purchased on a stock exchange. I wish I could …
Leer más
Two Worlds: Adjusted Costs Basis
By Raoul Rodríguez In the world of financial planning, there are many myths and half-truths. One of these is the power of selling securities to harvest losses for later use, …
Leer más
To Be or Not To Be an Income Tax Resident. That is the Question
By Raoul Rodríguez When most people think about financial planning, they think “investments.” As a financial planning professional, when I think about what we do, my mind goes first to …
Leer más
Personal Financial Planning and a Search for a Return of Life
By Raoul Rodríguez This is the first of a series of articles on personal financial planning that will cover topics related to the U.S., Mexico and the complexities of cross-border …
Leer más