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Creative Planning International in the News

Last Updated
January 01, 2021
Binder with lots of paperwork

David Kuenzi is acknowledged as a leading expert on international investing and financial planning for American expatriates. He has been a regular contributor to The Wall Street Journal on expat finance issues. His writings have also appeared in the International Adviser Magazine, International Investment, and Emerging Money. Furthermore, Mr. Kuenzi has been interviewed and widely quoted by the Economist, the BBC, CNN, CNBC, CNBC Europe, Bloomberg, Reuters, Business Week, and NPR, Financial Planning Magazine among many others.

Retiring to a sunny foreign vacation spot was the American dream. Now the coronavirus is forcing some expats to come back.

The Washington Post

Buy America
Worth

Retiring abroad: Consider taxes, health insurance, banking, and other factors
Consumer Reports

Index inclusion of Chinese bonds will globalise RMB FinanceAsia

The Perils of Bequeathing Money to Family Overseas
The Globe and Mail

Explore the World as a Roving Retiree
Kiplinger

Inheriting Property Overseas Can Be a Dream Come True, but It Comes With Challenges
The Washington Post

New Rules for Offshore Accounts
The Wall Street Journal

Fidelity Bans U.S. Investors Overseas From Buying Mutual Funds
The Wall Street Journal

Six Financial Mistakes People Make When Retiring Abroad
The Wall Street Journal

Why More Americans Are Renouncing U.S. Citizenship
NPR

Why Are Americans giving up their citizenship?
BBC

Expatriate Americans Break Up With Uncle Sam to Escape Tax Rules
The Wall Street Journal

Tough tax rules see expats ditch their US passports CNBC

Explore the World as a Roving Retiree
Kiplinger

Retiring Abroad: Pitfalls of Paradise
CNBC

Why the rich are ditching their home country
CNN

What FATCA Did to American Bank Customers in Switzerland
PRI’s The World

3 Factors to Consider When Using College Savings Abroad
U.S. News and World Report

Brynner’s Tax Spat Augurs Rush to Give Up U.S. Passports
Bloomberg

How Cross-Border Investors Can Manage Their Money Better
Goldstein on Gelt

Legal Tax Loopholes for Offshore Investors
The Wall Street Journal

Overtax and over there
The Economist

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This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.

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