Expat Financial Advice Articles

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

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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

FATCA Form 8938

Posted by Cedric Bernier | Sep 11, 2024

FATCA Form 8938

As tax season rolls around, many American expats are coming face to face with their FATCA obligations, and the infamous FATCA Form 8938. While it is not illegal to maintain

US Stock Options for US expats when living in France

Posted by Cedric Bernier | Sep 09, 2024

US Stock Options for US expats when living in France

Are you one of the many American expats living in France with American stock options from a previous employer? If you are looking for US stock options for US expats,

Posted by Cedric Bernier | Sep 04, 2024

What is an ETF?

Are you new to investing and are wondering what is an ETF? The financial world is filled with acronyms and jargon that leave many new investors feeling lost. Exchange-Traded Funds

Are Government-Backed Investments Right For Me

Posted by Cedric Bernier | Sep 02, 2024

Are Government-Backed Investments Right For Me?

Are you asking yourself, are government-backed investments right for me? Investing can be a daunting endeavor, especially for those new to the world of finance. Government-backed investments provide security and

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