Our 3-step retirement planning process helps you stop worrying, and start building your perfect retirement
Our 3-Step Retirement Planning Process
Don and Kim looked to have the perfect retirement plan: plenty of savings and attainable goals. So, what was the problem? We discuss our 3-step plan and how we helped Don and Kim realize a stress-free retirement.
RetireMitten Financial
Cross-Border Financial Planning
RetireMitten Financial are experts in helping families that have worked in both the U.S. and Canada. We help you navigate the very confusing financial and tax ramifications of having assets and retirement benefits in both the U.S. and Canada.
Bryan Haggard CFP®, CFA
Bryan Haggard CFP®, CFA is the founder and CEO of RetireMitten Financial, LLC. RetireMitten is a fee-only financial planning firm located in Milford, Michigan that specializes in helping families live a stress-free retirement.
Pricing
There are two pricing options, depending on your needs. A subscription-based service for those needing comprehensive financial planning. Also, a separate service for those needing both comprehensive financial planning and investment management.
Recent News
Upcoming Webinar: Create Your Retirement Paycheck
Wednesday, October 16 at 8:00 pm ET Don and Kim’s problem wasn’t saving enough money for a comfortable retirement. The issue was that they weren’t comfortable spending their money. Don and Kim were so nervous about running out of money,…
How CPP Impacts Your Spouse’s U.S. Social Security Benefit
Recently, I got a pretty basic question on the website. Well, what seemed basic enough. Does WEP also apply to a Canadian who lived in the US, never worked in the US, but collects Social Security spousal benefits due to…
Video: Beware Of This Annuity Mistake
How can you lose money when the annuity salesperson “guarantees” a 6.5% rate of return? This video discusses what you should be aware of before buying an annuity. Of course, a day after posting this video, this shows up in…
Retiring in the U.S. vs. Canada
As a cross-border financial planner I get one question the most often, “Am I better off retiring in the U.S. or Canada?” Now, there are many non-financial benefits of retiring in both countries. You may have family back in Canada…
This Recession Indicator is Hopefully Wrong
September 2019: Investing Insights There are a few certainties in this world. Death, taxes, and the Detroit Lions missing the playoffs are a few of these. Another one of these certainties is the business cycle. There are different names given…
Just Announced: U.S.-Canada Cross-Border Retirement Webinar
Join Us For a Free Webinar on September 18 at 8 pm ET When Joe and Amy came into my office, it was almost too late. Joe and Amy had met in college in Canada, and moved to the U.S.…