Posts Tagged financial planning
The Canadian Snowbird in America: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle
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This guide provides a comprehensive overview of financial-management issues for Canadians living in the United States in clear and simple language. Facing unique and challenging tax and financial-planning considerations in each country, this reference has in-depth information on the implications of opening bank and investment accounts in the United States, the management of investment and registered accounts in Canada, cross-border retirement planning, … More >>
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The Canadian in America: Real-Life Tax and Financial Insights into Moving and Living in the U.S.
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Focusing on eight key areas of financial planning—from immigration and customs planning to estate planning and investments—this guide provides indispensable information for any Canadian contemplating or planning a move or already living in the United States. Detailing the significant differences between U.S. laws and customs with familiar Canadian ones, this compendium answers important questions such as Can a Canadian qualify for U.S. Medicare at age 65? Is a C… More >>
The Canadian in America: Real-Life Tax and Financial Insights into Moving and Living in the U.S.
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