Creative Planning International

10/17/2025

Structuring a lifetime gifting plan allows you to witness your gifts in action. The strategies become more complex for expats who wish to give to charities abroad; however, there are several strategies that allow you to fulfill your gifting desires while keeping taxes in mind.

10/10/2025

The foundation of financial success for U.S. expats starts with a shared vision. Our latest article explains why discussing your future goals is the first step toward building financial security abroad. Plus, get five additional tips for building a strong foundation as U.S. expats. https://bit.ly/3L5ktDF

10/03/2025

Our latest market update is here, and it's appropriately themed for October. With the S&P 500 up 14.83% YTD — despite the April scare — and international developed stocks up 25.72%, CIO James Battmer discusses what actually matters as we close out 2025.

Read our latest market commentary for a recap of Q3 2025, and be reminded of a few often overlooked opportunities to consider before year-end.

09/26/2025

Many American expats are surprised to discover their U.S. investment accounts may be terminated when moving abroad. This article explores why financial institutions are restricting non-resident accounts and provides four strategic approaches to maintaining your investment portfolio despite these challenges.

The Foreign Account Tax Compliance Act has made it more difficult than ever for American expats to maintain U.S. brokerage accounts. Recently, a wide range of financial institutions has severely restricted the investment capabilities of Americans living abroad.

09/11/2025

Planning your move back to the U.S.? The financial implications can be just as complex as when you left. From FATCA compliance to foreign pensions, learn how to navigate your financial transition smoothly.

If you’ve been living overseas for a while and decide to move back home to the United States, you may find yourself overwhelmed. There are many financial considerations, including foreign bank accounts, overseas real estate, taxes and more.

09/02/2025

Securing your retirement in Ireland brings unique opportunities through the Personal Retirement Savings Account (PRSA). The U.S.-Ireland tax treaty protects these benefits, but careful pension management is essential to preserve your tax advantages. Discover five more important things to consider if you’re planning a move to Ireland.

If your love of Ireland has you dreaming about moving there, you’re not alone. More than 35,000 American expats currently call Ireland home. If you’re planning on joining them as a permanent resident, it’s important to be aware of the following financial planning considerations.

08/27/2025

Our international wealth management team shares essential financial tips for newly married U.S. expats. Learn how to navigate multi-currency investments, tax treaties and more: https://creativeplanning.com/international/insights/wealth-management/financial-considerations-newlyweds/

08/12/2025

Understanding foreign tax credits creates opportunities for international retirees to help optimize their tax position when living abroad. This important tax benefit acknowledges that income taxed in your country of residence shouldn't face full taxation again in the U.S., helping protect your retirement earnings.

07/24/2025

Thinking about returning to your home country to retire abroad? Creative Planning Wealth Manager Philip Pizzuti was featured in Kiplinger's recent piece on repatriation retirement, sharing crucial insights on navigating the complex tax implications of retiring abroad.

They came to the U.S. to live and work, but repatriation beckons. How to retire in the old country.

07/18/2025

One aspect of living overseas that some U.S. expats fail to plan for is currency risk, or the risk that changes in the value of their country of residence’s currency will have a meaningful impact on their financial goals.

Our latest article breaks down three key strategies to help protect your wealth: diversifying across currencies, matching assets to future expenses and understanding when hedging makes sense.

Learn the importance of managing currency risk as an American living abroad.

07/09/2025

Three currency risk management strategies every American abroad should know:

1. Maintain a diversified portfolio across multiple currencies through U.S.-based ETFs to help avoid tax complications.
2. Align your investment currencies with where you plan to spend in the future.
3. Consider hedging instruments and the pros and cons of these complex products.

These fundamentals can help protect your financial future from exchange rate volatility. Read more here: https://creativeplanning.com/international/insights/wealth-management/currency-risks-us-expats/