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?…

Are you new to investing and wondering what is the difference between stocks and bonds? Are you also wondering which one to invest in? Stocks and bonds make up the…

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…

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,…

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…

What is ESG, and why is it important to investing? The world of finance is full of acronyms, and ESG – Environment, Social, and Governance – is finding itself more…

Are you new to investing and was wondering: what is a custodian bank? Many new investors get lost in the terminology and the way investment accounts are set up. A…

Wondering how to live in France Tax-Free? Are you an American “taxbird” living in France, constantly returning to the US every six months to avAre you an American thinking of…

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…

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,…