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How to invest as an American living in France

Posted by Jerome Perkins | Dec 16, 2024

How to invest as an American living in France – comprehensive guide

Wondering how to invest as an American living in France? Are you overwhelmed by the French investment options as well as the stringent US restrictions ? US expats living in

Assurance Vie for U.S.expats in France

Posted by Jerome Perkins | Dec 09, 2024

Assurance Vie for US expats in France

Have you been wondering if there are assurance vie for US expats in France? Have you heard of the harsh PFIC rules leaving Americans with limited options? Assurance Vie for

Posted by Jerome Perkins | Dec 02, 2024

Tax-Free Roth Conversions for US Expats

Are you a US expat living overseas looking to do a Roth conversion? Did you know there is a way for Americans to do tax-free Roth conversions when living overseas?

US retirement accounts for American expats in France

Posted by Jerome Perkins | Nov 18, 2024

US retirement accounts for American expats in France

Are you wondering what retirement accounts are available for American expats in France? Do you already have a 401k or IRA from a previous employer in the US? Or, are

Can Americans move to France

Posted by Jerome Perkins | Nov 12, 2024

Can Americans move to France?

Are you wondering if it’s possible for Americans to move to France? The answer is…yes! While it’s wise to be aware of the risks and challenges associated with moving overseas,

US financial advisor in the South of France

Posted by Jerome Perkins | Oct 22, 2024

How to find a US financial advisor in the South of France

Are you an American living in the south of France, or considering a move to France? Are you worried about how to find a local US financial advisor in your

FATCA Form 8938

Posted by Jerome Perkins | Sep 11, 2024

FATCA Form 8938

As tax season rolls around, many American expats are coming face to face with their FATCA obligations, and the infamous FATCA Form 8938. While it is not illegal to maintain

US Stock Options for US expats when living in France

Posted by Jerome Perkins | Sep 09, 2024

US Stock Options for US expats when living in France

Are you one of the many American expats living in France with American stock options from a previous employer? If you are looking for US stock options for US expats,

Are Government-Backed Investments Right For Me

Posted by Jerome Perkins | Sep 02, 2024

Are Government-Backed Investments Right For Me?

Are you asking yourself, are government-backed investments right for me? Investing can be a daunting endeavor, especially for those new to the world of finance. Government-backed investments provide security and

Do I need a financial advisor

Posted by Jerome Perkins | Aug 28, 2024

Do I need a financial advisor?

How do I know if I need a financial advisor? Have you kept your head in the sand regarding your finances and now your investments are begging for help? There’s

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