Crossing the 49th Parallel

Colonial and Early Republic Period (1600s–1800s) In the colonial period, financial statistics were sparse and primarily recorded in the form

Click Below for your Free Download! Canadians move to the U.S. for many personal and professional reasons. Before making the

The 1909 Boundary Waters Treaty between the United States and Canada is a landmark agreement that has governed the shared

Tax planning for retirement is becoming increasingly important as populations age and mobility increases. Many individuals find themselves managing assets

Investing in cross-borders real estate between the U.S. and Canada offers exciting opportunities for diversification and growth in your investment

Managing investments and cash flow across currencies is a critical aspect of cross-border financial planning. Whether you have assets in

At the end of every year, big banks and financial institutions release their market predictions for the coming year. We

President Jimmy Carter played a significant role in the diplomatic and economic efforts leading to the creation of the United

In a landmark moment for Social Security policy, the Social Security Fairness Act has officially been signed into law, signaling

The 49th parallel might sound familiar to those who know it as the basis for a significant portion of the

Recent events—like the wildfires in Los Angeles—have not only devastated communities but also disrupted the homeowners’ insurance market. For those

Roth conversions can be a powerful tool for securing a tax-free retirement income, especially when your financial plans span both

Imagine holding a tiny seed in your hand—a fragile beginning with the potential to transform into a towering sequoia with

In today’s globalized environment, the connection between the U.S. and Canada extends far beyond trade agreements or political boundaries. A

The Health Savings Account (HSA) stands out as a unique financial tool because they combine several tax advantages: contributions are

“Hikers from the U.S. without a permit who wish to complete the Canadian portion of the trail will from now