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Personal Finance 101 for Immigrants in the USA (H1B, F1 OPT, Green Card)

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Want to learn how to manage your finance and invest your money, while you are on F1 Visa, OPT, STEM OPT, H1B Visa or Green Card Holder? Get the Slides and Blog Updates from Myra Wealth:

Topics Covered:
1. Starting Out

Balancing a budget
Managing student debt
Merging finances with a loved one
Setting financial goals
Negotiating a job offer
Employee benefits selection
Managing credit scores
Home / Car purchase decisions
Discussing the need for a will, living will & power of attorney

2. Settling Down

Purchasing your primary home
Planning for a newborn
Planning for education –daycare to college
Evaluating life insurance options
Planning & saving for retirement
Saving for vacations
Basic investment planning

3. Midlife Finances

Reevaluating your tax strategies
Fortify your retirement savings
Plan for the costs of college
Looking after your kids (& pets)
Taking care of ageing parents
Purchasing a vacation /investment home
Preparing for the “What Ifs” in life
Advanced investment planning

4. Nearing Retirement

Coordinating retirement income
Trust & estate planning
Consider long term care options
Determining health care needs
Financially empowering your children
Planning for early retirement
Flexing your philanthropic muscle
Evaluating long term care needs

About Sahil Vakil:

Interview with Sahil Vakil, CEO of Myra Wealth. He oversees the Financial Planning, Investment Management and Tax
Preparation teams at MYRA Wealth. Sahil has an M.B.A. from The Wharton School, is a CFA charter holder, is a CFP certificate holder, has a M.S. in Electrical (& Aerospace) Engineering from the University of Southern California (USC), and a B.E. in Electrical (& Computer Science) Engineering from the University of Mumbai.

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