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
Just Announced: U.S.-Canada Cross-Border Retirement Webinar
Join Us For a Free Webinar on January 15 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 U.S.…
The Medicare Mistake That Could Cost You Thousands
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…
The Bucket Retirement Investment Strategy
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.…
Michigan Retiree: Get a Bigger Tax Refund
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…
The Exit Tax When Moving from the U.S. to Canada
Interested in moving to, or moving back to, Canada from the United States? I was recently speaking with a client that moved to the U.S. from Canada because of a “six-month” job assignment. Twenty years, three jobs, and four different…
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…