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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How to invest as an American living in France

Posted by Eric Frison | Dec 16, 2024

How to invest as an American living in France – comprehensive guide

Wondering how to invest as an American living in France? Are you overwhelmed by the French investment options as well as the stringent US restrictions ? US expats living in

Assurance Vie for U.S.expats in France

Posted by Cedric Bernier | Dec 09, 2024

Assurance Vie for U.S.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

Posted by Eric Frison | Dec 02, 2024

Tax-Free Roth Conversions for US Expats

Are you a US expat living overseas looking to do a Roth conversion? Did you know there is a way for Americans to do tax-free Roth conversions when living overseas?

Posted by Eric Frison | Nov 25, 2024

Stocks or Bonds? – Investment basics

Are you new to investing and wondering what is the difference between stocks and bonds? Are you also wondering which one to invest in? Stocks and bonds make up the

US retirement accounts for American expats in France

Posted by Eric Frison | 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

Can Americans move to France

Posted by Eric Frison | Nov 12, 2024

Can Americans move to France?

Are you wondering if it’s possible for Americans to move to France? The answer is…yes! While it’s wise to be aware of the risks and challenges associated with moving overseas,

US financial advisor in the South of France

Posted by Cedric Bernier | 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

What is ESG

Posted by Eric Frison | Oct 17, 2024

What is ESG? – Investment Basics

What is ESG, and why is it important to investing? The world of finance is full of acronyms, and ESG – Environment, Social, and Governance – is finding itself more

What Is a Custodian bank

Posted by Eric Frison | Sep 23, 2024

Investment Basics: What Is a Custodian bank?

Are you new to investing and was wondering: what is a custodian bank? Many new investors get lost in the terminology and the way investment accounts are set up. A

How to live in France Tax-Free

Posted by Eric Frison | 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

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