KeatsConnelly has expanded its services to offer cross border planning for Canadians and Americans moving to Mexico.

There are two tax acts that may affect your tax liability this year and in coming years. The changes may result in reduced tax liability, extension of tax breaks or a limiting of tax breaks.

A great deal of energy has gone into the debate over which investing strategy makes the most sense, and many investors find themselves bewildered by the often contradictory “advice” they receive.

Identity theft is becoming an increasing problem in the United States. Complaints filed in 2004 approached 250,000, an increase of over 50% in the last two years per the Federal Trade Commission (FTC) web site.

One of the most challenging tasks for any self-employed individual is securing adequate and affordable health insurance.

Residents of Canada may claim gambling losses, but only to the extent of gambling winnings. They should report both their total gambling winnings and total gambling losses for the year. Gambling Winnings (PDF)

There is a wealth of information being published on sophisticated planning techniques, but there is woefully little information on the fundamental attributes of a good financial plan, such as planning assumptions.

In part two, I want to talk about how to create an investment return assumption that makes sense in relation to the inflation assumption used.

According to the US Department of Commerce, Americans spend $1.22 for every dollar they earn, and more than two million Americans file for bankruptcy each year. Start Feeding the Pig (PDF)

Second Families Trigger Complex Planning Issues