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....
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Andrea Thompson
Mar 2, 20232 min read
Understanding How Social Security Integrates with your Canada Pension Plan
The Windfall Elimination Provision (WEP) is a federal law that affects the Social Security benefits of individuals who receive pensions...
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Andrea Thompson
Feb 7, 20233 min read
RRSP Tax Planning - How it actually works
Retirement planning can be a tricky and often overwhelming process. One of the most important things to consider is investing in...
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Andrea Thompson
Jan 20, 20233 min read
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...
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Andrea Thompson
Mar 21, 20223 min read
5 tips for managing withdrawal risks during retirement
It's time - finally time! - to hang up your heels, to put away your tie, and to venture into the land of the unknown. RETIREMENT! These...
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