Crossing the 49th Parallel

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

Retirement planning is never a one-size-fits-all process, but for those who have lived, worked, or invested across borders, the complexity—and

As globalization continues to expand, more individuals and families are exploring opportunities beyond their home countries. Whether it’s for professional

When selecting a financial advisor, many clients default to the Assets Under Management (AUM) fee structure, which may initially appear

Saving for a child’s education is a top financial goal for many families, and both the U.S. and Canada have

Moving across an international border is an exciting new chapter, but it brings with it a unique set of financial

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

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

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