Join the 2024 US Expats Financial Survey!

by | May 2, 2024 | Expat News

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 and investment advice for American expats, aims to find out about the main financial questions facing US expats in 2024. It takes just a couple of minutes to take part. Leave your email if you’d like us to share the survey results with you, or just begin below.

Shane Clark, EFP

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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Ready to elevate your wealth management strategy? At EAFA, we provide personalized financial planning that helps you secure your future while achieving your life goals. Let us guide you with expert advice, innovative solutions, and a trusted partnership. Contact us today to start your journey toward financial success.

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Modelo 720 Form for Americans Living in Spain – A Guide

Modelo 720 Form for Americans Living in Spain – A Guide

by | Nov 18, 2024

If you're an American expat living in Spain, you’re probably already aware of many of the often complex US and Spanish tax and reporting requirements. One specific requirement that often causes confusion is Spain’s Modelo 720 form, Spain’s equivalent of the US FBAR...