Our 3-step retirement planning process helps you stop worrying and start building your perfect cross-border retirement
Are you a Canadian living in the U.S.? Your financial situation is more complex than most and deserves expert planning tailored to your unique needs. At RetireMitten Financial, we specialize in helping Canadians navigate cross-border financial planning with confidence and clarity.
Meet our team of experienced cross-border financial planners.
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.
Are you a Canadian living in the U.S.? These are the biggest cross-border tax mistakes I see, and they can cost you thousands. In this video, I break down the most common tax mistakes Canadians make in the United States and how to avoid them.
In this video, cross-border financial planner Bryan Haggard, CFP®, CFA, explains how CPP and Social Security interact for Canadians living in the United States. We’ll cover eligibility rules, the U.S.–Canada Totalization Agreement, and whether Canadians can collect benefits from both systems in retirement.
Bryan discussed the complexities of retirement planning for Canadians living in the U.S., highlighting six common mistakes that can lead to significant financial losses. He emphasized the importance of coordinating Social Security and Canada Pension Plan benefits, understanding OAS eligibility and benefits, and developing a strategic RRSP withdrawal plan to avoid unnecessary taxes.
This video focused on comparing financial considerations for retirees choosing between the United States and Canada. Bryan discussed key differences in income taxes, government benefits, healthcare costs, and estate taxes between the two countries.
We discuss the importance of estate planning for Canadians living in the United States. We explain the differences between wills and trusts, highlighting that a will is essential for asset distribution but does not avoid probate, while a revocable living trust can help bypass probate and provide more control over assets.
If you’ve lived or worked in both the U.S. and Canada, where should you retire from a tax perspective? In this video, we break down a detailed side-by-side comparison of retirement taxes in the United States and Canada, analyzing three income levels for married couples. The results may surprise you.
