Crossing the 49th Parallel

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

In recent news, Starbucks has announced a new paid leave policy for parents, marking a significant shift in its approach

For U.S. citizens living abroad, navigating cross-border tax obligations can be particularly challenging. One key area of complexity is the

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

In a chilling and unsettling story that has shocked the corporate world, the United Healthcare CEO killer case has ignited

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

In recent years, biohacking has emerged as a popular way for individuals to take control of their well-being through science-backed

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

The rise of cryptocurrencies has brought incredible innovation but also significant challenges. The recent criticism faced by online influencer Hawk

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 the holiday season approaches, Canadians are bracing for increased challenges in their shopping and delivery experiences due to canada

A groundbreaking desalination technology from the University of South Australia (UniSA) offers hope for solving the global freshwater crisis. By

As a follow-up to our video about visa categories that can lead to a Green Card, below is a list

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

For Americans thinking about wealth transfer and legacy planning, the federal estate tax exemption is a crucial figure to understand.

Thanksgiving Falls is a cherished holiday in both the United States and Canada, but have you ever wondered why the

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

The rise of robo-advisors has changed the landscape of wealth management, particularly for clients seeking affordable, accessible financial advice. Robo-advisors

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

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

In an increasingly interconnected world, more individuals find themselves with assets spread across multiple countries, necessitating a nuanced approach to

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