by SJB Global | Aug 22, 2025 | Jake Barber, Tax Planning, US Expats, Wealth Management
As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there’s one strategy that can help you reduce your U.S. tax bill: Tax Loss Harvesting. This powerful tax strategy can help you...
by SJB Global | Aug 6, 2025 | Expat Financial Planning, SJB Global, US Expats
Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve already made the jump, here’s what to watch closely. U.S. Accounts Get...
by SJB Global | Jul 7, 2025 | Expat Financial Planning, Investments, Jake Barber, Regulations, Retirement Planning, Tax Planning, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
by SJB Global | Oct 28, 2024 | Alex Gover, Expat Financial Planning, Markets & Economy, North America, US Expats
U.S. elections are pivotal events that shape the political and economic landscape of the country and is some ways the world. Despite the uncertainty that elections bring, historical data shows that markets tend to exhibit growth in the periods leading up to, and...
by SJB Global | May 24, 2024 | Alex Gover, Europe, Expat Financial Planning, Guides, Investments, North America, Retirement Planning, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB Global | May 24, 2024 | Daniel Lattimer, Expat Financial Planning, North America, Pensions, Retirement Planning, US Expats
Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...
