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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Do I need a financial advisor

Posted by Cedric Bernier | Aug 28, 2024

Do I need a financial advisor?

How do I know if I need a financial advisor? Have you kept your head in the sand regarding your finances and now your investments are begging for help? There’s

What is a US person

Posted by Cedric Bernier | Aug 20, 2024

What is a “US person”?

Many American expats come face to face with the same question: what is a “US person”? In the world of international finance and taxation, the term “US person” can be

when to convert us dollars to euros

Posted by Cedric Bernier | Aug 14, 2024

When to convert US Dollars to Euros?

Are you living, or planning to live, in Europe, and wondering when to convert dollars to euros? Are you annoyed with the unfavorable exchange rates and expensive fees? In today’s

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