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.
How the 2023 Cost-of-Living Adjustment Impacts Americans Living Abroad Regardless of where you’re currently living, you’re likely aware that U.S. inflation is soaring. Not only that, but global stock and bond markets have been volatile, causing many investors to...
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....
Social Security is an important source of retirement income for many Americans. Workers pay into the system while they are employed and employers pay matching contributions. Social Security’s guaranteed benefits are then available to support workers and their families...
Philanthropy can play a rewarding role in the lives of Americans abroad who wish to share some of their success to impact their new home.
Global Wealth Planning Considerations as a U.S. Expat When relocating from the U.S. to a new country, there are all the normal considerations — sorting out visas and housing, exploring your new surroundings, adapting to a new culture, etc. Equally important, though,...
For American expats, it’s critical to understand currency risk and its impact on investing. Currency issues are often one of the most vexing and least well understood issues for investors. This is especially true for Americans abroad and dual citizens whose salaries...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021