Library & Links

Education

• College Board Online-The College Board Library
• Section 529 Plans (saving for college)
• Registered Education Savings Plans (RESPs)

Eldercare Information

• AARP Home Page
• CARP Home Page
• Center for Eldercare Information
• Senior Law Information
• National Seniors Council of Canada
• Information for Seniors (French and English)

Government Agencies

• US Customs and Border Protection
• Internal Revenue Service
• US Health Care (Obama Care)
• Medicare
• Social Security Administration
  • Windfall Elimination Provision (WEP) Calculator
• Canadian Revenue Agency
• Federal Trade Commission (FTC)
• All US Government Resources in One Place

Financial Literacy

• 360 Degrees of Financial Literacy
• Feed the Pig
• Consumer Financial Protection Bureau
• MyMoney.gov

Regulatory Agencies

• Certified Financial Planner Board of Standards
• CFP Board of Standards
• FINRA Regulation
• Security and Exchange Commission

Taxation

• Cross Border Tax & Accounting (CBTA)
• The Tax Foundation
• Taxation of Canadians in America (Book)
• Taxation of Americans in Canada (Book)

Documents

• Client Mileage Log
  Blank mileage log available for download
• KeatsConnelly Document Checklist
  Print off checklist and submit with your documents to info@keatsconnelly.com
• DocuBank
• Comparison of Canadian and US Mutual Funds
• The KeatsConnelly Difference
• The Value of an Adviser, by Vanguard