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KeatsConnelly
72 followers -
Enriching your cross border lifestyle
Enriching your cross border lifestyle

72 followers
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64th annual Canadian Picnic in Phoenix February 6th.

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SEC says beware of false or exaggerated advisor credentials.

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New/newer rules for investing.

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Millions of people move, work or travel across the US-Canada border every year.
What makes cross border financial planning so interesting is its complexity, says Nathan Gerhing of KeatsConnelly.

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Indexing is not passive investing, says Charles Schwab.

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Also, research shows that hiring an advisor improves your financial picture.

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What makes cross border financial planning so interesting is its complexity, says Nathan Gerhing of KeatsConnelly.

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Looking for US estate planning information?  This site has lots of good information.  Note that this information is not geared towards cross border estate planning.  Contact KeatsConnelly for help with cross border estate planning.
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