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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Managing your 401(k) from Germany

Posted by Jerome Perkins | 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

US financial advisor in the South of France

Posted by Jerome Perkins | Oct 22, 2024

How to find a US financial advisor in the South of France

Are you an American living in the south of France, or considering a move to France? Are you worried about how to find a local US financial advisor in your

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