by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Feb 6, 2017 | Health Coverage & Insurance
[su_box title=”Update: April 4, 2017″ box_color=”#b30838″ title_color=”#ffffff”]Since the publication of my blog above in February, there have been some developments on the US health care front summarized here: President Trump:...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Oct 20, 2016 | Estate Planning, Tax Planning
Death and taxes, so they say, are the only two things of which you can be fully certain. Combining both, in the form of taxes at death, would seem inevitable. Death is typically the final opportunity for a government to collect taxes on an individual’s income so it’s...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Apr 7, 2016 | Retirement Planning, Tax Planning
As most of us have heard by now, Canada’s Liberal government decided to roll back the 2016 Tax-Free Savings Account (TFSA) contribution limit to $5,500, which was the limit in 2014 before the Conservative government increased it to $10,000 in 2015. As cross border...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Sep 9, 2015 | Health Coverage & Insurance, Retirement Planning
Canadians planning to move to the U.S. and live out their retirement years in a warmer climate may wonder what will happen to all the mandatory contributions they made throughout their careers to either the Canada Pension Plan (CPP) or the Quebec Pension Plan (QPP)....
