Blog Archives

Proactive Planning for the Sandwich Generation

Contributed by Renee Bellefeuille, RP® I’m sure by now most of people have heard or used the term “sandwich generation”.  This term was officially added to the Merriam-Webster dictionary in 2006.  The sandwich generation refers to a generation of people

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Goal Setting for 2014!

Contributed by Renée Bellefeuille, RP®, It’s hard to believe another year has come and gone.   Of course like most people, I keep asking myself where this past year went.  I am thinking about the upcoming year and what I would

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Life Stories

Contributed by Renée Bellefeuille,  I may have mentioned before that my mom lives in New York, and I usually visit her two times per year. We usually talk over the phone two times per week and on a recent call she

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Technology and Seniors

Contributed by Renée Bellefeuille, RP® I recently returned from a trip to New York to visit my 82 year old mother.  I usually visit two times a year, a long weekend in the Fall, and a long weekend in the

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The Financial Costs of Being Disorganized

Contributed by Renée Bellefeuille Have you ever purchased an item that you thought you already owned, but couldn’t find – only to have the missing item turn up a month or so later?    This may have happened to you; I

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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.
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This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
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