Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
9 Critical Financial Planning Considerations for American Expats Living in Portugal
What to Consider as an American Expat Moving to Portugal Portugal offers many benefits for American expats, and it’s especially attractive because of its Non-Habitual Resident (NHR) program that offers unique tax advantages. As with any move abroad, however, it’s...
6 Financial Planning Questions for American Expats Living in Germany
Germany Q&A for American Expats Germany is a great place to live, work, and retire. That said, it can be challenging to invest your wealth wisely while living there as an American expat. Creative Planning International highlights six common investment management,...
Guide to Investing and Financial Planning for Americans Living Abroad
Many Americans find that years spent abroad turn out to be the most financially rewarding of their lives.
Why Americans Should Avoid Owning Shares in a Non-U.S. Mutual Fund
When it comes to wise and efficient investing, American expat investors should use U.S. funds and avoid using non-US mutual funds to avoid PFIC problems.
Guide to Investing and Financial Planning for Americans Retiring Abroad
Retirement abroad has never been as popular as it is today. While longer, more active retirement years have been one reason American seniors are increasingly retiring abroad, financial considerations are also a compelling incentive. The cost of living outside the U.S....
Guide to International Estate Planning for Cross Border Families
A United States expat family, a U.S. person married to a noncitizen spouse, a non-U.S. person investing in the United States, and other cross-border families will need to have an investment plan that is correctly in sync with a tailored cross-border estate plan....
Browse Cross-Border Insights
9 Critical Financial Planning Considerations for American Expats Living in Portugal
6 Financial Planning Questions for American Expats Living in Germany
Guide to Investing and Financial Planning for Americans Living Abroad
Guide to Investing and Financial Planning for Americans Retiring Abroad
Guide to International Estate Planning for Cross Border Families
Social Security for American Expats and Retirement Abroad
Cross-Border Philanthropic Strategies
Five Key Cross-Border Wealth Management Questions to Answer Before Moving Abroad
Financial Planning For Foreign Nationals in the U.S.
Inheriting from the United States While Living Abroad
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