Financial planning for Americans moving and living abroad involves challenges that traditional financial advice may not fully address. From restricted US brokerage accounts to European investment regulations, managing wealth across borders requires specialist expertize. Our articles explore essential financial planning considerations for US expats, including retirement savings, estate planning, insurance, investment management and protecting assets overseas. Whether you’re an entrepreneur, approaching retirement or establishing a new life in Europe, discover practical guidance on organising your finances and avoiding costly mistakes. EuroAmerican Financial Advisors offers personalised cross-border financial planning and investment advice, helping Americans build long-term financial security while living outside the United States.
Managing cash flow as an American moving to Europe is different. When your financial base and background is in US dollars but your spending in Euros, rather than just budgeting, cash flow management becomes about establishing a financial structure that works across...
Running a business is often financially complex under any circumstances. Doing it as an American entrepreneur living in Europe adds additional cross-border factors that exceed most business and financial planning advisors’ expertise. As an American expat entrepreneur,...
Moving to Europe as an American changes almost every facet of your financial life. Banking, investing, insurance, estate planning, and retirement strategy all become more convoluted once your finances reach across multiple countries. A financial advisor in the US or...
Life abroad comes with new experiences, new opportunities, and a new set of financial considerations. Whether you're planning your move or have already made Europe home, it's worth reviewing how the transition affects your overall financial picture. Cross-border tax...
From April 13, 2026, the cost of renouncing US citizenship is dropping from $2,350 to $450. For many Americans living abroad, this significant reduction will bring the topic back into focus. While for most, the decision to renounce is shaped by identity, tax exposure...
After relocating to Spain, Sarah updated her address. Weeks later, her US broker emailed: her account would be restricted, then closed in 60 days. Unable to trade, she rushed to transfer assets. Compliance cited “non-resident policy changes.” She hadn’t expected...
For Americans living in Europe, financial planning rarely fits into neat categories. Life abroad tends to evolve gradually rather than follow a fixed plan, and what begins as a temporary move often stretches into a longer-term plan. Conversely, what feels permanent at...
Moving overseas as an American brings big benefits as you explore new cultures and opportunities, but it also creates financial complexity. As a US expat, you face risks Americans back home don’t, and choosing the right cover is important for to ensure your financial...
Greece has become a popular destination for Americans moving to Europe, not just for its sunshine, islands, and way of life. Another primary reason is its Golden Visa program, being one of few left in Europe that includes real estate purchases among its investment...
In an increasingly digital world, cybersecurity and fraud prevention have become essential pillars of financial stability, especially for expats with cross-border financial concerns. What once were easily spotted email scams have evolved into highly personalized,...
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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