How the U.S. Government Shutdown Affects Americans Living Abroad-What It Means for Your Financial Life
Disclosure American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer individuals to independent U.S.-licensed financial advisors who specialize in serving Americans living abroad. We do not provide financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation. Introduction Being an American […]
Rethink Your Retirement Abroad: How to Test a U.S. Plan For Life Outside the U.S.
A long term move abroad changes more than your view. It changes the rules that touch your money. Transfers and balances matter, but structure matters more. If your retirement plan was built for a U.S. life, it needs a cross border test. That test looks at where your accounts sit, what they hold, and how […]
Trump 401k Executive Order: What Expats with U.S. Retirement Accounts Need to Know
The Trump administration has wasted no time shaking up retirement planning. With a swift executive order, the White House is opening the gates for 401(k) investors to access alternative assets such as private equity, real estate, crypto, infrastructure, and more. For many Americans at home, this feels like the democratization of Wall Street’s secret garden. […]
Leaving the U.S. for Europe? Don’t Leave Your 401(k) Behind
If you’re starting a new life overseas, make sure your U.S.-based financial accounts don’t get left in the past. Thinking about making the move to Europe? You’re not alone. From Portugal to Germany to Spain, more Americans are packing up and choosing to start fresh across the Atlantic. Whether you’re chasing a better work-life balance, […]
The Top 5 Services Your American Expat Financial Advisor Must Offer
Financial Freedom Across Borders for the American Expat Lifestyle Living the expat life is an adventure of a lifetime, but let’s be honest, managing your finances while soaking up life in a new country can be as perplexing as trying to decipher a foreign language menu without Google Translate. This is where a sharp American […]
Mastering the Financial Frontier: Navigating Finance and Investment as an American Expatriate
Finance and Investment as an American Expatriate The Global Footprint of American Expatriates In recent years, many Americans have been venturing beyond the familiar confines of their homeland, seeking new horizons and opportunities across the globe. This phenomenon of American expatriation is not just a fleeting trend but a robust movement, reshaping the traditional […]
The Unmet Needs of American Expat Wealth Management Clients
Bridging the Gap: Addressing the Overlooked Financial Needs of American Expats The world of wealth management is vast and intricate, with a plethora of services tailored to meet the diverse needs of clients. However, when it comes to American expatriates, there seems to be a gap between what is offered and what is truly desired. […]
Challenges American Expats Face with Their Retirement and Investment Planning
The allure of living abroad is undeniable. From the picturesque landscapes of Europe to the bustling markets of Asia, many Americans are choosing to live as expatriates (expats) for a myriad of reasons, including work, love, or simply the desire for adventure. However, while the experience can be enriching, American expats face unique challenges when […]