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

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

The 2nd Pillar of the Swiss Pension System
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.
Read Article
Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b
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.
Read Article

Explaining Inflation February 2023
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.
Read Article

2024 US Tax Planning for Expats
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.
Read Article

2023 U.S. Expat Tax Organizer
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.
Read Article

Understanding Health Insurance in Germany: A Guide for U.S. Expats
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.
Read Article

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

