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.
If you’re a Canadian living in the United States, deciding when to collect CPP and Social Security can feel complicated. You want income to enjoy retirement today, while protecting your ability to support yourself—and your spouse—later. You don’t have to…
Read More CPP at 60, Social Security at 70? Retirement Planning for Canadians in the U.S.
Planning to retire in Canada after living in the U.S.? Bryan Haggard, CFP®, CFA, explains five financial decisions to review before moving, including exit tax, U.S. investment accounts, withdrawals, selling your home, and coordinating retirement benefits.
You’ve worked hard, built a successful career in the United States, and accumulated enough savings to enjoy retirement. But as retirement approaches, you may face a difficult question: Should you stay in the United States or move back to Canada? For…
Read More $2 Million Saved: Should Canadians Retire in the U.S. or Move Back to Canada?
When should you start Social Security? For Canadians living in the United States, the decision involves more than choosing the largest monthly benefit. In this video, Bryan Haggard, CFP®, CFA, compares claiming at 62, 67, and 70. Using a simple…
Read More Social Security at 62, 67, or 70? A Guide for Canadians Living in the U.S
Can Canadians Collect U.S. Social Security Spousal Benefits? U.S. Spousal Social Security Benefits for Canadians: Eligibility, Filing Options, and the Cost of Waiting For Canadians living in the United States, choosing when to claim Social Security involves understanding how each…
Should a Canadian living in the U.S. take CPP at 60, 65, or 70? Learn about CPP reductions, delayed benefits, breakeven ages, and how CPP works with U.S. Social Security.
