Expat Financial Advice Articles

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

What we're about…

Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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401k Rollover for Non US Residents

Posted by Ryan Frost | Oct 08, 2025

401k Rollover for Non US Residents: What You Need to Know

Leaving the United States does not mean leaving your retirement savings behind. Many Americans who have relocated abroad or foreign nationals who once worked in the US still hold a

how is us pension taxed in france

Posted by Ryan Frost | Oct 06, 2025

How is US Pension Taxed in France?

For many Americans who choose to retire in France, understanding how their US pension will be taxed is one of the first and most important financial questions. The good news

Investing in Euros as an American

Posted by Jerome Perkins | Oct 01, 2025

Investing in Euros as an American

For many Americans living abroad or simply looking to diversify their portfolios, the idea of investing in euros has never been more relevant. Whether you are an expat in Europe,

UK ISA living in the USA

Posted by Ryan Frost | Sep 29, 2025

UK ISA Living in the USA: New Options for British Expats

For many British residents, Individual Savings Accounts (ISAs) are a familiar way to save and invest. Tax-free in the UK and regulated by the UK government, which sets the rules

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

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