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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What CRD VI Means for US Expats in France_

Posted by Jerome Perkins | Oct 26, 2026

What CRD VI Means for US Expats in France?

Navigating EU Banking Rules For US expats living in Europe, maintaining financial ties to the US is essential but not always easy. Another update to European banking law is further…

New Healthcare Contribution for American Retirees in France

Posted by Ryan Frost | Nov 19, 2025

New Healthcare Contribution for American Retirees in France – What It Means and How to Prepare

For many Americans, retiring in France is the dream. The slower pace of life, the world class healthcare system, the safety, and the rich cultural environment make it one of…

Americans in Nice

Posted by Ryan Frost | Nov 07, 2025

Americans in Nice: Relocating, Living, and Managing Your Finances on the French Riviera

For many Americans seeking a new chapter abroad, the French Riviera, and especially the city of Nice, offers the perfect blend of beauty, lifestyle, and opportunity. There is a longstanding…

How to plan a move overseas as an american expat

Posted by Ryan Frost | Oct 15, 2025

How to Plan a Move Overseas as an American Expat

Relocating abroad can be one of the most exciting chapters in your life. Whether you are chasing a better work-life balance, a lower cost of living, or a new cultural…

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,…

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…

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…

Assurance Vie for U.S.expats in France

Posted by Jerome Perkins | 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…

How to live in France Tax-Free

Posted by Ryan Frost | Sep 16, 2024

How to live in France Tax-Free

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…

Posted by Jerome Perkins | Aug 22, 2024

Is HSBC Premier closing your brokerage account?

Are you an American expat who recently discovered that HSBC Premier is closing your brokerage account? Since the beginning of 2024, many American expat clients are scrambling to find a…

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