Blog Archives

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 Allure of Cross-Border Financial Planning

contributed by Nathan Gehring My return to KeatsConnelly has surprised me. Even though I had spent nearly two years working here previously, I had forgotten just how different cross-border financial planning can be compared to conventional financial planning. There’s something

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The Financial Benefits of Sacrifice

contributed by Nathan Gehring                   There’s are many interesting parallels between exercise and financial behavior. Last week’s blog post, What I (Re)Learned About Finances While Running a Tough Mudder and Spartan Race, explored one of these parallels. This week, I offer

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What I (Re-)Learned About Finances While Running a Tough Mudder & Spartan Race

Contributed by Nathan Gehring I spent this past weekend running a Tough Mudder race on Saturday and a Super Spartan Race on Sunday. A reenergizing weekend it was not, but it was a ton of fun! I had spent the

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My First Stab At Modern Money Theory

contributed by Nathan Gehring, CFP® Sometimes a better theory comes along that supplants current prevailing wisdom. Sometimes we discover that the earth isn’t flat. I believe we are moving through one of those moments in economic theory right now. And

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May Day, Mayday, Sell in May and Go Away?

contributed by Nathan Gehring, CFP® As has become tradition, the approach of the month of May is greeted by the financial press with uncountable articles discussing the idea that an investor should sell out of stock markets in May and

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Living a Life Filled With Uncertainty

contributed by Nathan Gehring, CFP® We had a different blog post set to run today, one that focused on our theme for the month: financial literacy. However, following the events that occurred in Boston two days ago on April 15th,

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“Permanent Marginal” Tax Rate: An Important Concept

contributed by Nathan Gehring, CFP® (US) A frequent struggle when working with clients and their tax preparers on tax matters is helping them balance current tax savings with potential future tax costs. As a financial planner, I am often looking

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Immigration and Happiness: Does One Bring the Other?

contributed by Nathan Gehring CFP® Sure, every financial decision a person makes has an economic impact on that person. And we can do quite a good job at projecting what the potential economic impact might be in the future. But

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4 Steps To Better Decisions

More exciting news from KeatsConnelly staff today! 4 Steps To Better Decisions, an article written by Associate Planner and regular blog contributor Nathan Gehring, was recently picked up and shared across a variety of national online outlets.  On making better decisions, Gehring

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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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