Alex Curd
- Financial Planning
- October 25, 2025
- 10 views
Rent or Sell? Tax Considerations for Snowbirds Returning to Canada
Cross-Border Tax Planning for U.S. Homeowners When deciding whether to rent or sell a U.S. home before moving back to Canada, snowbirds face distinct cross-border tax planning issues around capital…
- Financial Planning
- December 8, 2023
- 7 views
How to Navigate Long-Term Care Insurance
Long-term care is beneficial for older adults and their family members, but it can be expensive. Many individuals invest in long-term care insurance but are uncertain about when to use…
- Financial Planning
- April 22, 2023
- 7 views
The 12-Word Financial Plan: Do This and You’re Done
The investing facts delivered on this webpage is for instructional functions only. NerdWallet does not offer you advisory or brokerage products and services, nor does it advocate or recommend traders…
- Financial Planning
- April 21, 2023
- 7 views
Here are the top 3 reasons to fire a financial advisor, say experts
Edwin Tan | E+ | Getty Photos Breakups are constantly challenging. The partnership with your financial advisor is no distinct. But there are some telltale signals it truly is in…
- Financial Planning
- April 20, 2023
- 8 views
I’m a Financial Advisor: Here Are 5 Habits My Wealthiest Clients Have
Money / Monetary Preparing Drazen Zigic / iStock.com Each and every wealthy person follows a diverse route to riches, but a lot of of the same patterns unite them on…
- Financial Planning
- April 19, 2023
- 7 views
How 9 Financial Planners Handled Tough Client Situations
“It’s essential that the fiscal prepare is the ‘diagnosis’ and the financial investment is the ‘prescription,’” argues Taylor Schulte, founder of Outline Economic, specializing in aiding minimize retirees’ tax costs,…
