Expat Financial Advice Articles

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

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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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Cross-Border Retirement Planning in France 2026

Posted by Jerome Perkins | Jul 21, 2026

Cross-Border Retirement Planning in France 2026: The Complete Guide for American and British Expats

Cross-border retirement planning is not simply retirement planning with a passport. It is a fundamentally different discipline that requires coordinating income sources, tax systems, currencies, and legal frameworks that were

U.S. Retirement Accounts When Moving to France

Posted by Jerome Perkins | Jul 07, 2026

U.S. Retirement Accounts When Moving to France: Your Complete Planning Guide

Moving to France is one of the great life decisions. The food, the pace, the culture, the countryside. But tucked inside that move is a set of financial decisions that

US retirement accounts for American expats in France

Posted by Jerome Perkins | Nov 18, 2024

US retirement accounts for American expats in France

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

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