General News & Insights

Any expats still looking for incentives to move to Portugal need only look at the sheer variety of styles, culture, and activities in Portugal’s major cities, charming rural towns, and quaint seaside resorts; Brits moving to Portugal will find there’s an area to suit every lifestyle. Lisbon Many expats choose to join Lisbon’s 504,718 population, not […]

Making the decision to move abroad is never easy; often, choosing where you want to move to can be one of the most overwhelming choices to make, with a host of factors and questions to consider. With such a wide array of interesting and vibrant cities across Europe, it can be difficult to know where […]

Over the past few years’ Portugal has developed a reputation as the new tax haven for affluent and high net worth individuals, all of whom wish to achieve tax optimization by relocating to a friendly, discreet and safe EU country. With Portuguese residency they are able to acquire a special tax regime, with many attractive […]

Senator Patty Murray, the ranking minority member on the Senate Health, Education, Labor and Pensions (HELP) Committee, has introduced a bill that would require pension plan sponsors to equip all participant retirement savers with the "critical information" they need regarding lump-sum buyouts.

Murray's INFORM Act (Information Needed for Financial Options Risk Mitigation) would oblige sponsors to provide members with full information regarding mortality assumptions, interest rates and any additional benefits before proceeding with a lump-sum buyout.

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."