Blog

Navigating the financial landscape as an American expat living in Europe comes with its unique set of challenges, particularly when it comes to understanding and complying with U.S. tax obligations. For U.S. citizens and green card holders, one crucial aspect is the requirement to file a U.S. tax return regardless of where they reside. This obligation significantly impacts long-term investment strategies, especially concerning Passive Foreign Investment Companies (PFICs). Fortunately, we know a thing or two about navigating this tricky reporting requirement!
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Expecting a baby in Germany? This guide for U.S. expats explains prenatal care, delivery options, costs, insurance requirements, and postnatal benefits in Germany. Learn how the German healthcare system compares to the U.S. and what to prepare for a safe, affordable, and supportive childbirth experience abroad.
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Education is a core value at Connected Financial Planning. We are committed to creating opportunities for prospective clients, current clients, and industry professionals to deepen their understanding of the complexities of cross-border financial planning. As part of this mission, Arielle Tucker, CFP®, EA, regularly hosts and participates in events focused on financial education for U.S. expats and Americans living in Europe, covering topics from tax planning and investment strategy to retirement optimization and regulatory compliance.
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Commonly cited advantages of moving to Germany include an affordable healthcare system, reliable public transportation, and strong protections for full-time employees—all of which are generally true compared to the U.S. However, Americans moving to Germany should be mindful of the financial implications of moving abroad. Here, we review several important questions Americans moving to Germany should seek to answer prior to their departure.
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As the first of a three-part series, this article will dive into the first pillar of the Swiss pension system, which is essential to understand when working or retiring in Switzerland from the U.S.. See Pillar 2 and Pillar 3.
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As the second of a three-part series, this article will dive into the first pillar of the Swiss pension system. See also Pillar 1 and Pillar 3.
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As the third of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 2.
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Inflation has been in the news for much of the last year, and current inflation levels aren’t something most current investors have previously experienced. Let’s explore some of the basics of inflation and provide some outlook based on current conditions.
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