One of the most challenging tasks for any self-employed individual is securing adequate and affordable health insurance.

Residents of Canada may claim gambling losses, but only to the extent of gambling winnings. They should report both their total gambling winnings and total gambling losses for the year. Gambling Winnings (PDF)

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.

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.

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)

Second Families Trigger Complex Planning Issues

The much anticipated release of the 8th edition of The Border Guide will be on December 18th, 2006. E-Update – December 2006 (PDF)

Got a Sizeable Estate? Time to Reduce it For Your Heirs Newsletter – Fall 2006 (PDF)

Robert Keats will be in Toronto on September 19, 2006, at the Fairmont Royal York Hotel facilitating a workshop entitled “Cross Border Living for Canadians in the US”. E-Update August 2006 (PDF)

Where to Invest? Consider Emerging Markets Newsletter – Summer 2006 (PDF)

KeatsConnelly is proud to have been recognized, this year, for excellence in financial planning and our commitment to high ethical standards. E-Update – June 2006 (PDF)

What Does Inflation Mean For Your Finances? Newsletter – Spring 2006 (PDF)

On March 22, KeatsConnelly was announced the winner of the Better Business Bureau 2006 Ethics Award. E-Update – March 2006 (PDF)

KeatsConnelly, Inc. has been awarded the CPA Wealth Provider Third Annual Financial Planning Award in the CPA/Financial Planning category. E-Update – Dec 2005 (PDF)

We are pleased to announce the July 1st opening of our office in Boca Raton, Florida. E-Update – July 2005 (PDF)