Why Your U.S. Revocable Living Trust Doesn’t Work in Canada — And What You Can Do About It
If you’re planning a move from the U.S. to Canada and have a revocable living trust (RLT) in place, it’s
If you’re planning a move from the U.S. to Canada and have a revocable living trust (RLT) in place, it’s
Relocating to Canada from the U.S.? Before you pack your bags, take a hard look at your financial structure, especially
Why Cutting IRS Funding Doesn’t Help Balance the Budget—It Only Helps Tax Cheats At 49th Parallel Wealth Management, we are
Thinking of moving to Canada? Whether you’re retiring, relocating for work, or simply pursuing a new adventure, there’s one critical
We are often asked what is the most common mistake people make when moving from Canada to the U.S. Whether
By 49th Parallel Wealth Management Canadians can breathe a sigh of relief: the proposed capital gains tax increase has been
Navigating cross border financial planning can be challenging due to the complex tax laws and regulations that exist in both
Bringing your beloved pet to Canada requires careful planning and compliance with Canadian import regulations. Whether you’re relocating, traveling for
Moving from Canada to the U.S. involves significant changes, especially concerning tax obligations. Severing tax ties with Canada is crucial
Strategic Retirement Planning Across the U.S. and Canada: Enhancing Pension Management and Accessibility As I navigate the complexities of tax
The 49th parallel is a fascinating and pivotal boundary in North America. As a significant portion of the U.S.-Canada border,
Unlike some parts of the United States, Canada has stringent regulations governing the importation and ownership of firearms. There is
At the heart of my investment strategy lies a clear and structured approach to wealth management. I focus on understanding
Health Savings Accounts (HSAs) offer a remarkable financial advantage by merging unique tax benefits. As I explore this topic, I’ve
As I look into the challenges faced by homeowners in high-risk areas, I realize the increasing impact of events like
Navigating retirement savings can be complex, especially when balancing between U.S. and Canadian systems. As someone living in Canada and
Securing a mortgage is a crucial step for anyone looking to purchase a home in either Canada or the United
The landscape of retirement savings has shifted significantly with the introduction of the SECURE Act 2.0. This legislation is especially
Managing a Registered Disability Savings Plan (RDSP) involves understanding how changes in residency can impact the plan’s status and associated
Stepping into a new chapter of life in the United States can be both exciting and overwhelming. As I leave
If you have both an IRA (Individual Retirement Account) and an RRSP (Registered Retirement Savings Plan), deciding which account to
Managing investments and cash flow across different currencies is crucial for effective financial planning, especially when dealing with cross-border transactions.
Planning an estate involves many considerations, especially when it comes to the complexities of retirement accounts and international tax laws.
At 49th Parallel Wealth Management, offering a white glove experience is at the core of what I do. I view clients as
The penny, once a ubiquitous element of daily transactions, has increasingly become a subject of economic scrutiny in North America.
If you’ve ever been tempted to chase the next big thing in the stock market, maybe it was AI, crypto,