Our 3-step retirement planning process helps you stop worrying, and start building your perfect cross-border retirement
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.
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.
Join Us For a Free Webinar on Wednesday, April 19 at 8:00 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…
Read More Just Announced: U.S.-Canada Cross-Border Retirement Webinar
As you probably know, the stock market is experiencing the first bear market (20% correction in the S&P 500) since 2009. Although we have had a historic stock market run over the past 10 years, it doesn’t make these drops…
“Can you guarantee an 8% rate of return like the annuity salesman?” I have had a variation of this question a hundred times in my planning career. The minute I get the question my blood starts to boil, hairs raise…
Read More The Misleading “Guaranteed Rate of Return” on an Annuity
I’ve been working with a family for years and finally this year they have decided to pull the trigger and retire. Both will retire now that they are 65, and we spent a lot of time discussing healthcare, and specifically…
Read More The Medicare Mistake That Could Cost You Thousands
The goal in retirement is to have an investment strategy that creates a steady stream of income while minimizing downside risk. Yet, the strategy needs to be aggressive enough in which your account can grow and keep up with inflation.…
Anyone who does their own taxes has been there before. The moment you input all of your taxes, hit the submit button, and close your eyes and hope that you don’t owe money. Taxes are pretty simple. Have enough withheld…
