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
Collecting CPP in the U.S.
When I called a prospective client a week ago, my jaw dropped. “What do you mean you’re not going to turn on your CPP benefit?”, I asked in amazement. She had been told that CPP reduces her social security benefit,…
The 5 Biggest Risks of the Monthly Pension
Imagine working for a company for 40 years and finally making the decision to retire. Your financial situation looks great. A nice pension from your company as well as social security benefits for you and your wife. You figured that…
Collecting OAS in the U.S.
“I can travel more!” That was the first thing Anne said when we discovered that she should be receiving an extra $610 per month from Canada. It was a benefit, that her U.S. and Canada financial advisors had missed. The Canadian…
The 5 Biggest Cross-Border Planning Mistakes to Avoid In 2019
Sheila was advised by her U.S. based financial planner to withdraw her RRSP, and bring it to the U.S. She thought it was a reasonable request. At only $100,000, the RRSP represented only a small part of her total retirement…
How Much Home Can You Afford in Retirement?
When Bob and Sally came into the office, their finances were a mess. They had recently retired and were withdrawing nearly 10% annually from their retirement savings. At their current withdrawal rate, they would be out of money by the…
5 Things You Should Never Do When The Stock Market Goes Down
“As soon as the stock market has another dip, I will be ready to get more aggressive”. I hear this from almost every investor during the good times when the market is heading higher. Then, we get the downfall and…crickets.…