Blog Archives

Monitor Your Finances

Contributed by John E. Rice, CFA®, CFP™ Everyone wants to monitor their finances. Here is a systematic way to evaluate how well you are doing financially. Each year there are two numbers you should look at to assess how well you

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2013 – The Year of the Great Rise in US Stocks

Contributed by John Rice, CFA, CFP®, If you held a diversified portfolio during 2013 you probably experienced returns that were much less than the US stock market. This is because US stocks did phenomenally well during the year and many

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Moving from Canada to the US

Contributed by John E. Rice, CFA, CFP® Each winter, many Canadians consider living in the US instead of Canada. Some of them have been thinking about this for years and seriously consider all the aspects of this life changing event.

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The Affordable Care Act for New US Residents

Contributed by John Rice, CFA, CFP® Last month I wrote about the Affordable Care Act (often referred to as Obamacare) and how, even with all the troubles with the website, it should offer some great alternatives for Canadians that are moving

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Health Insurance Coverage Update

Contributed by John E. Rice, CFA, CFP® I wrote about health insurance in last month’s blog post and wanted to give an update now that Obamacare has started. Obamacare is the nickname for the Affordable Care Act of 2010 that is

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US Health Care

Contributed by John Rice, CFA,CFP®One of the challenges to coming to the US is what to do about health insurance. If you are coming to the US as more than just a snowbird you will need to address health care in

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Emerging Market Stocks

Contributed by John E. Rice, CFA, CFP®Recently our investment strategy team and Investment Committee decided to increase exposure to emerging market stocks in portfolios. Why now?  We have long believed that holding a well-diversified portfolio of stocks and bonds and

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Are Your Finances on Track for a Successful Retirement?

Contributed by John E Rice CFA, CFP® This article builds on the theme of my June article “Will You Have Enough Money to Retire?” In the June article I outlined how savings at least 20% of your annual income throughout

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Will You Have Enough Money to Retire?

 Contributed by John E. Rice, CFA, CFP® Will you have enough money to retire? Whether you hire professionals to help with your financial planning or do it yourself, you need to tackle this question if you are going to have

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How Could Debt NOT Matter?

contributed by John E. Rice, CFA, CFP® I want to challenge something I have heard in the popular press recently. Over the last couple of years people have begun to question convention wisdom that taking on more debt is bad

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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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