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.
5 Important Investing Tips for U.S. Expats A move overseas shouldn’t derail your investment strategy, but there are a few important financial moves you need to make before you leave the United States. Move #1 – Diversify your portfolio. Many Americans living overseas...
3 Things to Know Before You Invest in a College Savings Plan Like many Americans, U.S. citizens living abroad can benefit from investing in tax-advantaged accounts, like 529 plans. However, for American expats living in the UK, investing in an American 529 plan does...
How to Navigate the Complexities of Cross-Border Investing Many Americans living abroad find managing their investments to be especially challenging. American expats know all too well that overcoming the operational challenges of opening and maintaining investment...
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.
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...
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,...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021