Thun Financial and Reilly Financial Advisors are now Creative Planning International.
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Use an Expat Fiduciary Financial Advisor for Smart Financial Decisions As a U.S. expat, you’ve likely encountered multiple financial challenges in your time living overseas. From multi-jurisdiction tax complexities to investment restrictions to ever-changing...
Don’t Move Overseas Before Taking Care of These Financial Tasks If you’re considering a move overseas, it’s important to be financially prepared. As a U.S. expat living abroad, you’ll still need to file taxes in the United States, but that’s not your only financial...
Can My Foreign Spouse Receive Social Security Benefits? If you’re a U.S. citizen and qualify to receive Social Security benefits, you can still receive payments while living outside of the U.S. — with some exceptions (see below). And like many American expats who...
There are many tax considerations that U.S. Citizens and Green Card Holders should take into account. Learn about some of them in this blog.
Tax Saving Tips for American Expats Living Abroad If you’re an American living overseas, the foreign earned income exclusion (FEIE) may allow you to avoid paying U.S. federal income taxes on your foreign earnings. As with most U.S. tax provisions, there are some...
Moving to Singapore as an American Abroad Singapore remains a highly coveted destination for U.S. expats, brimming with opportunities and fun things to do (see our postscript for a short list of suggestions). Nonetheless, Americans considering a move to Singapura, the...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021