Expat Financial Advice Articles

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

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Gaining Trust

We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.

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Collect US Social Security While Living in France

Posted by Jerome Perkins | Aug 12, 2026

Can You Collect US Social Security While Living in France?

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

Why Your US Financial Advisor Cannot Help You in France

Posted by Jerome Perkins | Jul 28, 2026

Why Your US Financial Advisor Cannot Help You in France (And What to Do Instead)

Finding a US financial advisor in France who can genuinely serve your needs is one of the most underestimated challenges of expat life. Most Americans who move to France assume

CCF’s purchase / acquisition of HSBC France

Posted by Jerome Perkins | May 06, 2024

CCF’s purchase/acquisition of HSBC France

Are you one of the many clients concerned with CCF’s purchase/acquisition of HSBC France? As of January 1st, 2024, Credit Commercial de France (CCF) has taken over HSBC France’s retail

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