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FACTS About FATCA - What You Need to Know

This month, Money Matters BVI is working to raise awareness of the Foreign Account Tax Compliance Act (“FATCA”), particularly for BVI citizens and residents who are a...

Falling in Love with Budgeting

Though not a "love at first sight" type of experience for most, falling in love with your budget (when you do) is life changing.  Creating a budget requires taking a hard ...

Why New Year’s Resolutions Don’t Matter by 31st January

With January in the rear view, you may have fallen off of your New Year’s resolutions by now. To be honest, however, that is not necessarily a bad thing. If you’re lik...

Week 12 – Keep Your Financial Documents In Order

Here we are at the end of our 12 Week Check-Up Series! For those of you who have followed diligently over the past few weeks, we hope that you have completed all the prescriptio...

Week 11: Create a Will to Carry Out Your Wishes

This week we are focusing on estate planning – specifically, creating a will. In the BVI, many persons die intestate (i.e. without a will), leaving their loved ones embroi...

Week 10: Invest to Achieve Your Goals

Last week, we encouraged you to examine your retirement plans. You should have done some research on your expected Social Security and pension benefits and have a sense of how m...

Week 9: Retire With Confidence

In weeks 7 and 8, we examined your risk management strategies: having an emergency fund that prepares you for the unexpected and making sure you are properly covered with the ri...

Week 8: Are You Properly Covered?

Last week we examined one risk management strategy. We focused on the need to prepare for the unexpected by creating and/or building an emergency fund. This week we look at anoth...

Week 7: Prepare for the Unexpected ("Emergency Fund")

Believe it or not, we have completed half of our 12 Week Check-Up series. So far, we’ve looked at the importance of knowing the money coming in and going out of your househ...

Week 6: Review Your Debt – Strive To Be Debt Free

In week 5, we encouraged you to make saving easy by setting up direct deposits to your savings account. The next step in the 12 Week Check-Up is to review your debt. As you may ha...