If you are an American living in France, December 31 is not just the end of the calendar year. It is the simultaneous close of your US tax year and…

Cross-border retirement planning is not simply retirement planning with a passport. It is a fundamentally different discipline that requires coordinating income sources, tax systems, currencies, and legal frameworks that were…

Retirement income planning is already complicated enough when you live stateside. As an American living abroad, it becomes considerably more layered. US annuities can play a genuine role in a…

If you are a US resident, or an expat with significant US financial ties, who has assets in the UK or the eurozone, whether that means a pension left behind,…

Ask most people what worries them about retirement, and the answer is rarely the fun part. It is healthcare. Specifically, the fear of medical costs eating into savings just when…

You worked in the UK. You saved diligently. You did everything right. And now you are living in the United States, or thinking about making the move (see UK ISA…

You have built a life across two continents. Maybe you own a vacation home in Provence, a pied-a-terre in Paris, or a countryside retreat in the Dordogne. Life in France…

You have built something worth protecting. A home in Burgundy, a portfolio built over decades, a retirement income flowing in from the US, and family on both sides of the…

The dream tends to arrive in stages. First it is just an idea. Then a visit becomes a longer stay, and the longer stay starts to feel like the real…

Moving to France is one of the most rewarding decisions an American can make. The quality of life, the healthcare system, the food, the pace of living: it all adds…