Blog Archives

What Preparing to Go the Distance (140.6 Miles, That Is) Is Teaching Me About Financial Planning

contributed by Nathan Gehring I hesitate to write this blog post. I’ve thought about it for some time, but haven’t wanted to put these thoughts to paper. There’s a sense of bravado and horn-tooting to this. But I’ve decided to

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KeatsConnelly Cross-Border Weekly Best of the Web 2015-7-17

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week, we feature two articles. The first

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KeatsConnelly Cross-Border Weekly Best of the Web 2015-5-8

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week we begin with an article reviewing

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KeatsConnelly Cross-Border Weekly Best of the Web 2015-3-6

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week we bounce around from a great

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Making Priorities a Reality

contributed by Steph Schief In recent years, our culture seems to have grown more and more focused on self-improvement. People are daring to grab books, ask questions, and seek wisdom for the sake of their own personal dreams becoming personal

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Why Planning Matters

contributed by Nathan Gehring Sometimes a life experience offers a wonderful analogy to the importance and value of financial planning. It’s great when this happens, because articulating the value of financial planning often proves tricky for many planners. A couple

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Sometimes, It’s Not Just About The Money

contributed by Nathan Gehring In my role as a financial planner, I get reminded of an important lesson time and time again. My role is to help people make good financial decisions. Generally, when I’m preparing analysis, this role leads

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Your Financial Decisions and Neuromarketing

contributed by Nathan Gehring I’ve long been fascinated by how people make financial decisions. One of the basic tenets of conventional economic theory is that people make rational financial decisions in their best interest. Yet, in my years of working

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Cross-Border Planning – The Exchange Rate Assumption

Contributed by Nathan Gehring I’ve been writing on this blog for a couple months about some of the similarities and differences between conventional financial planning and cross-border planning (I’ve linked to the first pieces at the end.) I want to

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The Connection Between Financial Planning & Ultra-Marathon Planning

contributed by Nathan Gehring Over the past few years, I’ve become a bit of a fitness geek. (This was probably apparent from my previous blog posts What I(Re-)Learned About Finances While Running a Tough Mudder & Spartan Race and The

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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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