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Financial insights for U.S. Expats living and working in Europe.

Image for What is a PFIC? The Must-Have Guide for U.S. Expats in Europe

What is a PFIC? The Must-Have Guide for U.S. Expats in Europe

August 29, 2025

Navigating the financial landscape as an American expat living in Europe comes with its unique set of challenges, particularly when it comes to understanding and complying with U.S. tax obligations. For U.S. citizens and green card holders, one crucial aspect is the requirement to file a U.S. tax return regardless of where they reside. This obligation significantly impacts long-term investment strategies, especially concerning Passive Foreign Investment Companies (PFICs). Fortunately, we know a thing or two about navigating this tricky reporting requirement!
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The 2nd Pillar of the Swiss Pension System

July 31, 2025

As the second of a three-part series, this article will dive into the first pillar of the Swiss pension system. See also Pillar 1 and Pillar 3.
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Image for Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

July 31, 2025

As the third of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 2.
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Explaining Inflation February 2023

July 31, 2025

Inflation has been in the news for much of the last year, and current inflation levels aren’t something most current investors have previously experienced. Let’s explore some of the basics of inflation and provide some outlook based on current conditions.
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2024 US Tax Planning for Expats

July 31, 2025

The 2024 US tax season officially opened on January 29, 2024. Are you ready? Review key pointers to keep yourself organized and save time & money.
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2023 U.S. Expat Tax Organizer

July 31, 2025

Navigating the ins and outs of US tax filing while living abroad may seem like a daunting task, but fear not – we've got your back! Download our 2023 U.S. expat tax organizer to prepare for tax season.
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​Understanding Health Insurance in Germany: A Guide for U.S. Expats

June 24, 2025

Moving to Germany from the U.S. brings many exciting opportunities, but navigating the country's healthcare system can be complex. Germany boasts a universal multi-payer healthcare system, ensuring that all residents have access to medical services. This guide aims to provide U.S. expats with a comprehensive overview of how health insurance works in Germany.
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Image for What is an ID.me Account? Easing Expat Access to U.S. Accounts

What is an ID.me Account? Easing Expat Access to U.S. Accounts

June 24, 2025

Establishing and effectively managing online accounts with the Internal Revenue Service (IRS) and the Social Security Administration (SSA) is fundamental to living abroad as an American. We cover how to use ID.me to make online access easier.
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