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...
Shane Clark, EFP
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...
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 Europe
For American expats residing in European countries such as Spain, Portugal, Italy, France, Germany, the Netherlands and Belgium, navigating the complex world of US tax regulations can be challenging. One area that demands particular attention is the Passive Foreign...
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...
Shane Clark, EFP
Shane Clark is President of EuroAmerican Financial Advisors and holds the European Financial Planner (EFP) designation, specializing in financial planning and investment advice for Americans moving to or living in Europe. Shane has over 10 years of cross-border financial advisory experience, has been an expat for 15 years, and holds an MSc in Financial Economics and an MPhil in Economics from the University of Strathclyde.
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