Blog Archives

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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KeatsConnelly Cross-Border Weekly Best of the Web 2014-8-29

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 the seemingly biggest

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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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Estate Taxes – Not Just an American Issue

contributed by Nathan Gehring One of the concerns many individuals considering a move to the United States have is the US estate taxation system. With an estate tax rate of 40% on wealth, many wealthy potential immigrants have significant concerns

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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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KeatsConnelly Cross-Border Weekly Best of the Web 2014-6-27

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’s articles include a piece on the

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The Specter of Social Security Cuts

contributed by Nathan Gehring Frequently, as a financial planner, I’m asked when an individual should begin taking Social Security retirement benefits. Often the person asking the question follows it up with a statement similar to “I should probably do it

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Cross-Border Tax Regime Timing

contributed by Nathan Gehring  As promised in my last blog post, I am in the process of writing several pieces discussing some of the interesting nuances of cross-border financial planning. In this post, I’m going to review a particularly powerful

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The Not-So-Secret Garden

contributed by Virginia Dhondt About five years ago, I worked with a planner who helped me develop my vision of having what we called a “secret garden.” My financial goals were tied to wanting a large backyard with areas for

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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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