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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Moving to Bordeaux as an American

Posted by Ryan Frost | 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 Ryan Frost | 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 Ryan Frost | 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 Ryan Frost | 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 Ryan Frost | 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

How to invest as an American living in France

Posted by Ryan Frost | 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 Ryan Frost | 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 Ryan Frost | 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?

Posted by Ryan Frost | Nov 25, 2024

Stocks or Bonds? – Investment basics

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

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