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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Tax and financial responsibilities for Americans in France

Posted by Cedric Bernier | May 13, 2024

Tax and financial responsibilities for Americans in France

Do you know the tax and financial responsibilities for Americans living in France? Whether the move to France is the accomplishment of a lifelong dream, or just a happy coincidence

can you rollover an ira into a 401k

Posted by Cedric Bernier | Feb 05, 2024

Can you rollover an IRA into a 401(k)?

Can you rollover an IRA into a 401(k) as a U.S. expat? It can be a bit overwhelming to try and manage your finances from overseas, especially regarding your retirement

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