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Financial insights for U.S. Expats living and working in Europe.

​Understanding Health Insurance in Germany: A Guide for U.S. Expats

​Understanding Health Insurance in Germany: A Guide for U.S. Expats

Moving to Germany from the U.S. brings many exciting opportunities, but navigating the country's healthcare system can be complex. Germany boasts a universal multi-payer healthcare system, ensuring that all residents have access to medical services. This guide aims to provide U.S. expats with a comprehensive overview of how health insurance works in Germany.

What is an ID.me Account? Easing Expat Access to U.S. Accounts

What is an ID.me Account? Easing Expat Access to U.S. Accounts

Establishing and effectively managing online accounts with the Internal Revenue Service (IRS) and the Social Security Administration (SSA) is fundamental to living abroad as an American. We cover how to use ID.me to make online access easier.

What is a PFIC? The Must-Have Guide for U.S. Expats in Europe

What is a PFIC? The Must-Have Guide for U.S. Expats in Europe

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!

What is Currency Risk (and How Can U.S. Expats Manage It?)

What is Currency Risk (and How Can U.S. Expats Manage It?)

Expats have special considerations around foreign currency risk management due to their globally mobile lifestyle. In this article, we break down FX risk, addressing primary concerns and, broadly, how to navigate this complex landscape.

What Windfall Elimination Provision Repeal Means for U.S. Expats

What Windfall Elimination Provision Repeal Means for U.S. Expats

The long-anticipated Windfall Elimination Provision repeal is now official, bringing major changes for millions of Americans receiving Social Security—especially U.S. expats with foreign pension income. This article breaks down how the repeal of the Windfall Elimination Provision affects retirees abroad, what changes to expect in monthly benefits, and what the end of the WEP means for future Social Security planning.

Upcoming Events Featuring Arielle Tucker, CFP®, EA

Upcoming Events Featuring Arielle Tucker, CFP®, EA

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.

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

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.

US Tax Extension for Expats (Updated for 2024)

US Tax Extension for Expats (Updated for 2024)

Many US expats require tax extension requests, it takes a lot of time and energy to request and collect your foreign documents. If you were abroad on April 18, 2024, you received an automatic extension through June 17, 2024. If you need more time, follow these instructions to obtain an extension through October 16, 2024.

U.S. Expatriate Taxation: How to File From Abroad in 6 Steps

U.S. Expatriate Taxation: How to File From Abroad in 6 Steps

As an American, filing U.S. taxes while living abroad can be challenging if you don't know where to start. U.S. expatriate taxes involve careful cross-border planning to ensure that you aren't being double taxed and your taxation is optimized for your location. This guide has been updated for 2025 to help you successfully navigate U.S. expat tax season.


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