Medicare while being an expat in Mexico

Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in … Read more

Do I have to pay taxes as an Expat in Mexico?

Hello! We are Cross Border Wealth Advisors, and we are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in … Read more

Best 5 places to retire as an expat in Spain

Hello! I’m Victor Gersten, CEO of Cross Border Wealth Advisors, and I’m an expat myself living in Barcelona, Spain. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San Diego, Ca. Furthermore, as an expat living in Spain, I have helped many expats to retire financially by sorting … Read more

How to drive in Spain with a US license

Hello! I’m Victor Gersten from Cross Border Wealth Advisors, an expat living in Barcelona, Spain. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San Diego, Ca. Furthermore, as an expat living in Spain, I have helped many expats to retire financially abroad by sorting out the complicated … Read more

Costs of purchasing a home in Spain

costs of purchasing a home in spain

Hello! This is Victor Gersten from Cross Border Wealth Advisors; I’m a US expat living in Barcelona, Spain and a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San Diego, Ca. Furthermore, as an expat living in Spain, I have helped many expats to retire financially abroad by sorting … Read more

Five key cross-border wealth management questions to answer before moving abroad

cross border wealth management

Hello! I’m Victor Gersten, an American expat living in Barcelona, Spain, and I’m a Certified Financial Planner with 14 years of experience in the financial services industry in San Diego, Ca. As an expat living in Spain, I have helped many expats to financially retire abroad by sorting out the complicated legal, tax, or investment questions that most expats … Read more

Getting Started with Investing while retired in Europe in 7 Steps

Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San … Read more

US Federal Tax Issues to Consider Before Filing Your 2021 Tax Returns

Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San … Read more