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Bennett Linsky — Cross-border financial planning

A considered approach to wealth, across borders.

Partner & Investment Advisor at Rosefinch Investment Advisors and Co-Founder of US Expat.

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  • New York, NY
  • Partner & Investment Advisor, Rosefinch
  • Co-Founder, US Expat
Bennett Linsky

Bennett Linsky · Partner & Investment Advisor, Rosefinch Investment Advisors

The throughline

Two organizations. One standard — simplify the complexity, stay close to the people I serve, and follow through.

01 — Advisory

Rosefinch Investment Advisors

As a Partner & Investment Advisor at Rosefinch Investment Advisors, my financial planning and investment advisory work lives here — for clients across the U.S. and abroad.

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02 — Cross-border platform

US Expat

Co-Founder of US Expat, a platform for U.S. citizens living abroad — cross-border planning, tax coordination, and the practical realities of building a life overseas.

Explore US Expat →
New York City at dusk

Photo: Andre Carrotflower, CC BY-SA 4.0, via Wikimedia Commons

Where I focus

01Investment advisory→ 02Financial planning→ 03Cross-border planning→ 04Media & speaking→
  • Cross-border planning
  • Retirement abroad
  • U.S. expats
  • Globally mobile families
  • Founders

Latest writing

01Sep 28, 2026 · PerspectiveMedicare and Moving Abroad: Make the Decision on PurposeWhat Medicare covers abroad, what dropping Part B costs, why Part D works differently, and how public health cover works in Portugal and Spain.→02Sep 28, 2026 · PerspectiveThe Money Side of Moving Abroad: A 12-Month TimelineThe year before a move, phase by phase, focused on the financial decisions: the departure date and tax clock, accounts, Medicare, Social Security and records.→03Sep 28, 2026 · PerspectiveRetiring Abroad: The Second Sequence RiskMarket order matters once withdrawals start. Retire abroad and currency adds a second sequence. What the research supports, and what I look at.→

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Personal perspective for informational purposes only. Articles marked Rosefinch were published by Rosefinch Investment Advisors. Not investment, tax, or legal advice. Tax and regulatory details reflect the date of publication.

Away from the desk

A New Yorker at heart. Husband to Madeline, (mostly) in charge of Beatrice, our mini goldendoodle, and a golfer who does his best thinking walking up the fairway.

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Let’s talk.

Introduce yourself, propose a collaboration, or talk media and speaking.

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Submitting a message does not create an advisory, fiduciary, or client relationship.