Expat Guide to Investing and Financial Planning
This expat guide identifies the common financial challenges American expats face when it comes to investing and financial planning. Learn how to identify common investment mistakes American expats make and the key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.
Topics include:
- Investing and Banking for U.S. Expats
- Currency Management and Global Investing
- Expat Portfolio Strategy
- Retirement Planning for Americans Abroad
- Tax Challenges for Cross-Border Families
- Finding the Right Investment Advice
Download your free guide today!
If you have more than $500,000 in investable assets, we’d like to talk! Schedule a free, no-obligation consultation with a member of our team.
#1 Independent Advisory Firm (2017)*
Named to Top RIA List (2014-2020)*
Named to Top RIA List (2012-2022)*
Customized Financial Plans for International Investors
Avoid Common Expat Financial Mistakes
At Creative Planning International, we help expats navigate complex U.S. tax laws, including implications of the Foreign Account Tax Compliance Act (FATCA), reporting of foreign investment income and filing of tax treaty claims. Our expat tax advisors can help ensure you’re in compliance with U.S. tax law — freeing up more time for you to enjoy the adventure of living abroad.
Personalized Advice for Americans Abroad
*Available to American expats and cross-border families with more than $500,000 in investable assets.
