Articles
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...
Upcoming Events for Expats in Fall 2023 – Meet EAFA in Person
Come and meet us in person at a series of live events for Americans living in Spain and Portugal this fall: Barcelona, Friday October 27th at 6pm - Taxes, Investing and Banking for Americans in Barcelona at Banc Sabadell's Welcome Hub - details Madrid, Monday October...
Portfolio Management Challenges for Americans in Spain
Some aspects of portfolio management are the same wherever you live, however Americans living in Spain encounter particular portfolio management challenges stemming from the crossover of two sets of financial regulations, tax laws, currencies and investment...
What is FATCA? A Guide for American Expats in Spain
If you’re an American living in Spain, you may have heard of FATCA (the Foreign Account Tax Compliance Act), however many American expats who have savings and investments abroad aren’t aware that they have a responsibility to file Form 8938. Mired by controversy due...
PFICs Explained for American Expats Living in Spain
For American expats residing in Spain, navigating the complex world of US tax regulations can be challenging. One area that demands particular attention is the Passive Foreign Investment Company (PFIC) rules. If you are a US expat with investments in foreign mutual...
ESG Investing: A Guide for American Expats Living in Spain
Living as a US expat in Spain presents an opportunity to embrace ESG (Environmental, Social, and Governance) investing. As the world increasingly focuses on sustainability and corporate responsibility, expats can align their investments with their values in a country...
Healthcare in Spain – A Guide for US Expats
Spain offers a high-quality healthcare system that is accessible to both residents and expatriates. In this guide, we will explore the healthcare options available to US expats in Spain, including the public healthcare system, private hospitals and insurance, and...
Banking for US Expats in Spain – A Guide
Spain is renowned for its culture, climate, and cuisine, making it a top destination for tourists and expatriates alike. Whether you are already living in Spain or planning to relocate there for work, study, or retirement, you will often have to open a local bank...
Financial Planning for Americans in Barcelona – Your Questions Answered Live
In association with the American Society of Barcelona, on Wednesday June 21st join Shane Clark and Tom Zachystal from EuroAmerican Financial Advisors at By Safe House, Carrer del Bruc 147, 08037 Barcelona before the June American Society of Barcelona happy hour, where...
Foreign Account (FBAR) Reporting for Americans Living in Spain
As an American expat living in Spain, there are several important US reporting requirements you need to be aware of besides filing a US tax return. Understanding and complying with Foreign Bank Account Report (FBAR) rules is essential to avoid run-ins with Uncle Sam...
Managing Currency Risk as an American Living in Spain
Living in Spain is an exciting and enriching experience, but it also comes with its own challenges. One of the challenges for Americans living in Spain is managing currency risk. Americans living in Spain often have to transfer money between the US and Spain, whether...
A Guide for Americans Considering Moving to Spain
Spain is a beautiful country with a great climate, delicious cuisine, and a rich culture and history - in short, an incredible choice for Americans looking to live in Europe. If you're an American thinking about moving to Spain, there are numerous things to consider...
A Guide to Buying Real Estate and Mortgages for American Expats in Spain
Many Americans living in Spain think about buying real estate, either as a home or as a rental, but the process can be challenging if you aren’t familiar with the Spanish real estate market and purchasing procedures. In this article, we’ll provide you with useful...
Retirement Planning for American Expats in Spain
You may be wondering how to go about retirement planning as an American living in Spain. The process of preparing for retirement can be challenging for anybody, but it can be more challenging for expats who have to negotiate the complexities of two countries’...
Investment Strategies for American Expats Living in Spain
Living as a US expat in Spain can be a thrilling adventure, but it also comes with unique financial challenges. One of the most important aspects of financial planning for Americans in Spain is investing, and there are several factors to consider when investing as a...