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What the proposed "Big Beautiful U.S. Tax Bill" could mean for Americans living in Canada and Canadians alike
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...
Andrea Thompson
May 266 min read
714 views
2 comments
Social Security benefits restored for millions of pensioners
Today, the Senate passed the Social Security Fairness Act of 2023 with a 76-20 vote. This significant relief for more than 3 million...
Andrea Thompson
Dec 21, 20243 min read
44 views
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Moving to the US? Let's Talk About Your RRSP
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...
Andrea Thompson
Dec 12, 20243 min read
174 views
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Living the Canadian Dream: Navigating Cross-Border Retirement Planning for US Expats in the Great White North
By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS Welcome to the fascinating world of cross-border retirement planning, where the...
Andrea Thompson
Sep 10, 20243 min read
26 views
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Navigating cross border retirement planning - A Case Study
Retirement planning can be a complex task, especially for Canadian residents whose lives are complicated by their cross border reality....
Vikki Brown
May 23, 20233 min read
144 views
0 comments
Understanding How Social Security Integrates with your Canada Pension Plan
UPDATE: As of January 2025, the Windfall Elimination Provision is no longer applicable. The blog post below is for informational...
Andrea Thompson
Mar 2, 20232 min read
637 views
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US citizens newly living in Canada - A Case Study
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...
Andrea Thompson
Jan 20, 20233 min read
182 views
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