Blog Archives

“For many, 60 Really is the New 30”

Contributed by Brad L. Reichert, CFA, CFP™, CFC, CLU  As part of the substantial continuing education requirements we are each required to complete for our various professional designations each year, I recently enrolled in a very interesting online/self-study course that examines

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Posted in Cross-Border Blog

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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Posted in Cross-Border Blog
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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