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0 comments on “Upcoming Webinar: Create Your Retirement Paycheck”

Upcoming Webinar: Create Your Retirement Paycheck

Wednesday, October 16 at 8:00 pm ET Don and Kim's problem wasn't saving enough money for a comfortable retirement. The issue was that they weren’t comfortable spending their money. Don and Kim were so nervous about running out of money,…

0 comments on “How CPP Impacts Your Spouse’s U.S. Social Security Benefit”

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…

0 comments on “The 5 Biggest Cross-Border Planning Mistakes to Avoid In 2019”

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…