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The Border Guide
10th Edition
Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
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2010 Summer E-Update Newsletter
Category: KCA Newsletters and E-UpdatesFeatured Articles: Changes to the Canada Pension Plan (CPP); Audits: Good News Bad News; Buying Real Estate in the US: A Guide for Canadians; KCA Phoenix Goes Solar, plus details on upcoming cross-border seminars in Edmonton and Calgary.
2010 Fall E-Update Newsletter (PDF)
Keats, Connelly And Associates Office Now Solar, Paperless
Category: In The NewsCONTACT: ALISON BAILIN
abailin@hmapr.com
FOR IMMEDIATE RELEASE
KEATS, CONNELLY AND ASSOCIATES OFFICE NOW SOLAR, PAPERLESS
Keats, Connelly and Associates, LLC, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that as part of its 20th anniversary celebration it has gone green by installing solar panels across its [...]
Pre-existing Conditions Eliminated Ahead of 2014 Law Change
Category: KCA ArticlesPre-existing Conditions Eliminated Ahead of 2014 Law Change
One feature of the new US health care law should be welcome news for Canadians: the elimination of pre-existing condition clauses in US health insurance policies. For years, these clauses have prompted some Canadians with health concerns to set aside plans [...]
The Value of Financial Planning
Category: KCA ArticlesThe Financial Planning Standards Council of Canada conducted a study that questioned 7,838 English speaking Canadians to determine if financial planning was valuable.
Kenneth W. Brown Joins Keats, Connelly And Associates
Category: In The NewsCONTACT: ALISON BAILIN
ABAILIN@HMAPR.COM
FOR IMMEDIATE RELEASE
Keats, Connelly and Associates, LLC, a Phoenix-based wealth management firm with approximately $200 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that Kenneth W. Brown has joined the office as a business development officer. In this role, Brown will [...]
Health Care Bill – 2010
Category: KCA ArticlesAfter almost a year of debate, the President signed into law a new health care bill, achieving his goal of a broad reform of the US health care system. Health care reform will offer our clients a mixed bag of opportunities and challenges.
Virginia E. Dhondt Named President Of Financial Planning Association Of Greater Phoenix
Category: In The NewsKeats, Connelly and Associates, LLC is pleased to announce that its own Virginia E. Dhondt, has been named president of the Financial Planning Association of Greater Phoenix.