Blog Archives

Financial Planning Assumptions

There is a wealth of information being published on sophisticated planning techniques, but there is woefully little information on the fundamental attributes of a good financial plan, such as planning assumptions.

Posted in KCA Articles

Assumptions, Part II

In part two, I want to talk about how to create an investment return assumption that makes sense in relation to the inflation assumption used.

Posted in KCA Articles

Start Feeding the Pig

According to the US Department of Commerce, Americans spend $1.22 for every dollar they earn, and more than two million Americans file for bankruptcy each year. Start Feeding the Pig (PDF)

Posted in KCA Articles
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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