Crossing the 49th Parallel

Yes. This question is common among couples where one partner is not a U.S. citizen. Understanding the eligibility criteria, tax

Imagine planning for retirement with your spouse by your side—only to wonder if your partner, who may not be a

Have you ever wondered what happens to your Canadian RRSP when you become a non-resident? If you’ve moved abroad or

Have you ever wondered how your daily life—your home, family ties, and social connections—can determine your tax obligations in Canada?

When it comes to putting money aside for education, making the best choice can feel overwhelming. As a parent, I’m

Investing across borders can be a complex yet rewarding endeavor. By broadening my portfolio to include international investments, I open

Cross-border wealth planning is essential for anyone with financial interests in more than one country. It’s not just about managing

Navigating the complexities of financial planning when living in or moving between Canada and the United States can be challenging.

Navigating financial planning between the U.S. and Canada can feel overwhelming, but I’ve created this guide to make it easier.

In 1890, the United States implemented the McKinley Tariff, a protectionist measure that significantly raised import duties, particularly on manufactured

For individuals with financial ties in both the United States and Canada, managing cross-border taxes can be complex and time-consuming.

Gross Domestic Product (GDP) is a key indicator that measures the total monetary value of all goods and services produced

In today’s interconnected global economy, cross-border investment strategies have become a vital consideration for individuals and businesses seeking to optimize

The Windfall Elimination Provision (WEP) is a subject of heated debate in the United States, affecting the Social Security benefits

Financial planning as a profession is relatively young, but its roots trace back to the mid-20th century when the idea

The U.S. Senate recently passed a significant bill aimed at expanding Social Security benefits and eliminating the Windfall Elimination Provision

As an individual who lived and worked in Toronto for nearly three years, Canada has always held a special place

Preparing for the Future: Current Estate Tax Exemption vs. Potential Reversion to Pre-Tax Cuts and Jobs Act Levels For Americans

Navigating the Complexities of Tax Planning and Compliance Across Borders When individuals and businesses engage in cross-border economic activities, one

As a follow-up to our video about temporary visa categories and Immigration Services that do not lead to a Green

When it comes to tax planning and financial transactions, it’s critical to distinguish between actions that must be completed before

As a Chartered Financial Analyst (CFA) and a Certified Financial PlannerTM (CFP®) in the U.S. and Canada, with over a