Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Leaving America What Happens to My IRA

Posted by Jerome Perkins | Sep 10, 2025

Leaving America What Happens to My IRA?

For many Americans, an Individual Retirement Account (IRA), also known as an ira account, is a cornerstone of retirement planning. But what if life takes you abroad? Whether you are

Wealth Management for Americans in Europe

Posted by Jerome Perkins | Sep 08, 2025

Wealth Management for Americans in Europe

Managing wealth as an American abroad comes with unique opportunities and unique challenges. Living in Europe offers cultural richness and professional possibilities, but navigating cross-border finances requires careful planning. From

Moving Your Retirement Account Overseas

Posted by Jerome Perkins | Sep 04, 2025

Moving Your Retirement Account Overseas: What Every US Expat Needs to Know

Relocating abroad is an exciting adventure, but for many Americans, one question looms large: what happens to my retirement accounts if I move overseas? Whether you have a 401(k), IRA,

ira being closed living abroad

Posted by Jerome Perkins | Sep 02, 2025

IRA Being Closed Living Abroad: What You Need to Know

For many Americans living overseas, the challenge of managing retirement savings goes beyond investment choices. For an American living abroad, there are unique financial challenges, such as dealing with inherited

Moving to Bordeaux as an American

Posted by Jerome Perkins | Jul 07, 2025

Moving to Bordeaux as an American: Guide for a Successful Relocation

Thinking of moving to Bordeaux as an American? Bordeaux is more than just vineyards and charming streets. It is a beautiful city located in the Aquitaine region of south-west France,

Hedge against a declining US Dollar (USD)

Posted by Jerome Perkins | Jul 03, 2025

How to Hedge Against a Declining US Dollar (USD)

The US dollar has long been a global financial pillar, but in an increasingly complex economic landscape, its value is not immune to fluctuation. Rising interest rates, geopolitical uncertainty, inflation

Managing your 401(k) from Germany

Posted by Jerome Perkins | Jun 17, 2025

Managing Your 401(k) from Germany: What Every U.S. Expat Needs to Know

Relocating to Germany is a bold and rewarding move, but as a US expat, you may be left wondering what happens to your retirement savings—especially your 401(k). US expats face

U.S. Expat Financial Advisor in Munich

Posted by Jerome Perkins | Jun 12, 2025

U.S. Expat Financial Advisor in Munich: 2025 Guide

Looking for a U.S. Expat Financial Advisor in Munich? Moving to Munich is an exciting adventure. From the cobblestone streets of Altstadt to the cultural richness of Bavaria, life in

As a French expat, do my years working in the US count towards my French retirement

Posted by Jerome Perkins | Jan 20, 2025

As a French expat, do my years working in the US count towards my French retirement?

Are you looking forward to a peaceful retirement back in France after a career in the United States? Are you worried that your American social security contributions won’t be included

Is there a way to avoid French inheritance taxes

Posted by Ryan Frost | Jan 14, 2025

Is there a way to avoid French inheritance taxes?

Are you an American considering the move to France, but looking for a way to avoid the steep French inheritance tax? An effective solution is Monaco, and its very favorable

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