Welcome

Wealth and wellness are inextricably linked, but too often they are seen as separate entities and, in many cases, this can lead to individuals sacrificing their basic financial wellness needs in the workplace in the misguided belief that it will somehow lead to future reward.

The truth, however, is that caring about your holistic wellness, including your financial wellness in the workplace, should be an important part of your lifestyle.

The most recent Bank of America Workplace Benefits Report* describes a nation that still has some way to go when it comes to feeling confident about their long-term financial journeys. Of those surveyed by Bank of America, slightly more than half of employees rated their financial wellness as “good” or “excellent,” with 29% rating their wellness as “average” and 16% rating their situation as “poor” or “fair.”

For US taxpayers with foreign financial interests, it’s not enough to file a standard tax return—you may also need to report overseas assets. Failure to do so can lead to serious penalties. Whether you’re an expatriate, investor, or business owner, understanding your responsibilities is essential. This guide walks you through the steps to remain compliant […]