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.
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...
Understanding how to properly employ tax advantaged retirement accounts is particularly vexing for Americans abroad as they often do not have the easy option of simply enrolling in their company’s 401k plan. Rather, Americans abroad must proactively learn how to employ IRAs, Roth IRAs, and SEPs, in parallel to retirement accounts in their country of residence to fill the gap
Peter Mallouk
President & CEO, Creative Planning
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Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021