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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

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Moving Abroad? You Might Need a Cross-Border Financial Adviser

By Alex Ingram October 02, 2025 Kiplinger

Cross-border financial planning is essential for those moving abroad long term, as differing U.S. and foreign reporting requirements can lead to costly mistakes. It is important to avoid advisors who do not act in a client’s best interests, and CFP Board’s website can be used to verify a cross-border financial planner’s credential.

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Kiplinger
Alex Ingram
October 2, 2025