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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Monthly Planning Tip: Have “The Other Talk” Now

contributed by Nathan Gehring I attended a wonderful session at a financial planning conference this weekend discussing the importance of holding end-of-life discussions with family sooner rather than later. The speaker, Tim Prosch, referred to these discussions as “The Other

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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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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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Average Returns Are Only Average

contributed by Nathan Gehring Average investment returns, it’s something that comes up all the time when discussing investments or economics. From time to time, it can be helpful to be reminded that average returns often don’t tell much of the

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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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Important: Check Your Border Crossing Records

contributed by Nathan Gehring In a welcome development for those living (or hoping to live) a cross-border lifestyle, U.S. Customs and Border Protection (CBP) has made live an online database to Canadian visitors listing every entry into and exit from

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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 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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