Articles
Join the 2024 US Expats Financial Survey!
Finances can be complex as an American living abroad, but what are the main financial issues and challenges faced by US expats in 2024? The 2024 US Expats Financial Survey, sponsored by IAM and EuroAmerican Financial Advisors, leadings providers of financial planning...
Financial Planning Considerations for American Digital Nomads
The last few years has witnessed the rise of the digital nomad, remote working while exploring diverse cultures and landscapes around the world. However, the nomad life comes with unique financial planning considerations for Americans. In this article, we look at some...
What is an NIE Number? A Guide for Americans Moving to Spain
If you are an American planning to move to Spain, you’re going to need an NIE number. NIEs are a vital element of everyday life for all foreign residents in Spain, being necessary for financial transactions such as opening a bank account, paying Spanish taxes, and...
Spain’s Digital Nomad Visa – A Guide for American Remote Workers
Are you an American digital nomad dreaming of soaking up the sun while working remotely in Spain? You’re not alone, as Spain has been rated the number one destination for American digital nomads globally in 2024. The newly introduced Digital Nomad Visa could be your...
US Brokerage Account Closure When Moving Abroad? Here’s What to Do
Moving abroad triggers unexpected financial challenges for Americans. One such hurdle many expats face is the potential closure of their US brokerage accounts, as most US brokers won’t work with non-US residents, while those that will accept expat clients often limit...
Spain’s Golden Visa for American Investors: Residency Through Investment
Spain has recently been heralded as the best destination in the world for expats. Spain's Golden Visa program, also known as Spain’s investor visa, was initiated in 2013 and is issued to non-EU nationals. If you’re an American investor who is seeking a pathway to...
The Spanish Wealth Tax Explained for Expats
As foreign resident expat in Spain, or if you live in the US or another country but have Spanish assets, you may be wondering whether you are subject to the Spanish wealth tax. The answer in both scenarios is yes, depending on the total value or your assets. There...
Real Estate Investing Event for North Americans Living In or Moving to Spain
Join Lucas Fox, Klev & Vera, and EuroAmerican Financial Advisors as we discuss real estate investing for Americans In Spain. Book your place at https://real-estate-investing-in-spain.eventbrite.com/ In association with Banco Sabadell, join us on Tuesday January...
2023 Q4 Market and Economic Summary and 2024 Outlook for US Expats
As we reflect on the final quarter of 2023, it's evident that the period was marked by a complex interplay of factors influencing both the US stock market and the broader economy. This summary provides an overview of the key trends, market movements, policy decisions,...
Estate Planning for Americans Living in Europe
Estate planning is an important aspect of financial planning that many expats overlook. It's important for expats in particular as expats often have assets in both the US and in their country of residence in Europe and so are often liable to estate or inheritance...
Financial Planning Dos and Don’ts for Americans Living in Europe
Financial planning empowers individuals and families to save money, make informed saving and investment decisions, and achieve their financial goals. As an American living in Europe, financial planning advice is all but essential, as you navigate the impact of two tax...
Cross-border Investment Essentials for Americans Living in the EU
While living as an American expat in the EU is an amazing experience, it can be challenging financially, including managing your investments. In this article, we look at some essential considerations when managing a cross-border investment portfolio for Americans...
Moving to Spain from the US? Here are your Financial Planning Considerations
The allure of living abroad is increasingly tempting for many Americans, and Spain, with its rich culture, vibrant cities and visa options, is among the most popular choices for expats. Whether you’re moving to Spain for love, adventure, to work remotely, a career...
Diversification for American Expat Investors Living in Europe
Diversification when investing is arguably more important as a risk management strategy for Americans living in Europe than if you live in the States. This is because there are additional factors to consider as an expat investor, including which country to invest in,...
Managing Investment Risk as an American Living in Spain
All investments come with a certain degree of risk, and for Americans living in Spain, there’s the added challenge of navigating both US and Spanish investment rules and tax codes as well as Dollar/Euro exchange rates. By understanding both your comfort level with...