EuroAmerican Financial Advisors

01/06/2026

One of the most common questions we hear from Americans moving or living abroad is: what should I do about my US retirement accounts. Expats who work abroad also often consider contributing to local retirement accounts. All these decisions should be considered in the context of your overall retirement and financial plans, which of course change once you become a cross border American.

While you are still able to contribute to US retirement plans from abroad, you should take into consideration currency exchange losses, local tax treatment of US retirement plans, and your long term intentions, such as when and where you eventually plan to retire.

We explore these issues in a new article.

One of the most common questions we hear from Americans moving or living abroad is: what should I do about my US retirement accounts.

29/05/2026

There are lots of articles about where Americans are or should move to, but this one is based on research from our friends at Global Citizen Solutions.

Also check out and download our country specific guides to moving abroad to Europe here - https://eurousafa.com/country-guides-americans-moving-to-europe/



https://www.forbes.com/sites/jimdobson/2026/05/24/how-to-move-out-of-america-in-2026-10-best-countries-for-the-great-escape/

A new report ranks the best countries for Americans who want their savings to go further and their quality of life to go up.

25/05/2026

When looking to invest, Americans living in Europe often consider EU-domiciled ETFs. This is often because their local bank or advisor recommends them. They’re local, denominated in Euros (which expats often earn and definitely spend in), are widely available, easily available, and it seems intuitive to align your investments with your geography.

However for Americans, who are still subject to US tax and reporting rules, the combination of US regulations and tax treatment makes investing in EU ETFs a more complicated proposition than it first appears, and it’s wise to pause and seek advice from a cross-border financial advisor before going ahead.

For Americans, the combination of US regulation and tax treatment makes investing in EU ETFs more complicated than it first appears.

22/05/2026

The trend of Americans seeking opportunities abroad is growing exponentially. Before you take the leap and move overseas though, find out about the financial planning implications of becoming a cross border American at https://eurousafa.com/



https://www.msn.com/en-us/money/news/more-americans-are-quitting-their-us-jobs-to-work-abroad-study-finds/ar-AA22aYGA

Since 2021, the share of U.S.-based employees who have left their jobs to work in another country has more than doubled.

18/05/2026

Why do so many Americans decide to retire in Portugal?

To start with, the cost of living is more affordable than many parts of the US, there’s a strong healthcare system, and retirees enjoy the relaxed lifestyle.

If you’re also looking to retire in Portugal though, here are a few more things you should know:

First, obtaining legal residency is the most important step. For many retirees, the D7 vis is the best option. It’s perfect for people with passive income (pensions, Social Security, or investments) and has a relatively low minimum income requirement.

Another factor is taxes. After you move, both the US and Portugal require you to report your global income. While there’s a tax treaty that allows Americans to claim Foreign Tax Credits and avoid being taxed twice on the same income, you’ll still need to file returns in both countries.

Investing and financial planning change, too, so if Portugal is on your retirement wish list, we've put together a resource that walks through the key steps and planning considerations.

Download our Guide for Americans Retiring in Portugal in 2026

Americans moving to Portugal are faced with multiple financial planning and investing challenges. Download our free guide, or seek advice.

15/05/2026

For many Americans living in or connected to Europe, investing locally can feel like a natural choice. You bank in Europe, live and perhaps earn in Euros, and you may want to have investments close to home.

However, there’s a little-known issue that can complicate US tax reporting for Americans investing in Europe: European investment firms don’t provide a 1099.

This means American investors can end up paying punitive short term US capital gains rates on long term gains when they sell.

European investment firms don’t provide a 1099, which can create a tax headache for Americans investing in Europe. Find out more.

11/05/2026

EuroAmerican Financial Advisors President Shane Clark, EFP was filming a new series interviewing at the Hotel Cortijo Torre de la Reina near Seville, Spain last week

08/05/2026

A new report has , , , and as the top destinations

The U.S. once promised opportunity—and the U.K. stability—but now Malta, Malaysia, Uruguay, and Turkey outperform them in retirement rankings.

01/05/2026

We are getting so many enquiries from Americans looking to at the moment, so we've created a guide you can download below.

Download our guide to everything you need to know as an American retiring in Europe - visas, healthcare, banking, investing, taxes, housing.

27/04/2026

and remain top global destinations for Americans seeking to work remotely from abroad as a , but seek advice to ensure you financially optimize your move abroad

Santa Fe, Costa Rica, and Portugal are among the destinations attracting Americans in 2026 as remote work opens the door to more flexible, lifestyle-driven living.