The Tax-Free Savings Account (TFSA) is a versatile financial tool that can help Canadians save for various goals throughout their lives....

The idea of making 'a plan' has been overemphasized. Everyone supposedly needs one, correct? "My advisor insisted I must have a plan...

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

I was at a party on Friday and met a bunch of new people. Before the party, my husband and I went out to dinner and I had a fabulous...

By Shay Steacy, CFP Do you need a business bank account? As the sole owner of your business, it’s sometimes hard to see the line that...

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

Advice only planners see many different types of clients. One of the things that I love most about what I do is the ability to switch...

I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...

Believe it or not, I didn't always envision having a personal finance career. In fact, my degree is in the life sciences - I majored in...

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

Most individuals saving for their child's post-secondary education will do a standard deposit up to $2,500 per child per year to get the...

With CRA workers potentially going on strike, it's a great time to visit why getting a tax refund is not always a GOOD thing! (side note...

Many Americans or Canadians that have spent the past number of years in the U.S. assume that navigating the mortgage landscape in Canada...

The Windfall Elimination Provision (WEP) is a federal law that affects the Social Security benefits of individuals who receive pensions...

Retirement planning can be a tricky and often overwhelming process. One of the most important things to consider is investing in...

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...

Estate planning and distribution of investments. Most parents want to ensure that they treat their kids as fairly as possible. But what...

"...for richer or for poorer, til death do us part". I had a really interesting conversation this weekend on marriage. With so many of...