I've had a lot of clients reach out to me trying to interpret what 'big and beautiful' changes could be coming their way. Since there is...

Today, the Senate passed the Social Security Fairness Act of 2023 with a 76-20 vote. This significant relief for more than 3 million...

So, you're excited about your move to the US! But what do you do about your Registered Retirement Savings Plan (RRSP)? Let's break down...

By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS Welcome to the fascinating world of cross-border retirement planning, where the...

Retirement planning can be a complex task, especially for Canadian residents whose lives are complicated by their cross border reality....

UPDATE: As of January 2025, the Windfall Elimination Provision is no longer applicable. The blog post below is for informational...

A cross border financial planner can be a great way to ensure that your finances are managed optimally and that you are on track to reach...