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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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Learn about strategies for Cross-Border Living1/26/11 – Cross-Border Living Workshops
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Press Room
Recent News
Kenneth W. Brown Joins Keats, Connelly And Associates
CONTACT: 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 [...]
Virginia E. Dhondt Named President Of Financial Planning Association Of Greater Phoenix
Keats, 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.
Keats, Connelly and Associates, LLC is pleased to announce that John Rice has joined the CFA Society of South Florida’s Board of Directors
Keats, Connelly and Associates, LLC is pleased to announce John Rice, a staff planner a Chartered Financial Analyst® designee and a CERTIFIED FINANCIAL PLANNER™ professional, has joined the CFA Society of South Florida’s Board of Directors
Recent Publications
Pre-existing Conditions Eliminated Ahead of 2014 Law Change
Pre-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
The Financial Planning Standards Council of Canada conducted a study that questioned 7,838 English speaking Canadians to determine if financial planning was valuable.
Health Care Bill – 2010
After 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.