If you’re thinking of getting started with financial planning, and are feeling intimidated by what you think you need to know before you even begin, here’s a step by step guide to getting organized.
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There are plenty of tricky little financial planning traps for US citizens living in Canada, and they change often enough to be difficult to stay on top of, if you ever get on top of them in the first place. I’m not on top of them and never will be.
If you’re a US citizen, please for the love of all that’s holy find and work with a financial planner who knows cross-border planning in and out. You don’t want them learning on the job if you’re the job they’re learning on; the consequences of getting it wrong are too high.
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I know no one else is quite as excited about tax time as I am (and yes, I am hosting at least two tax prep parties with friends this year), but I hope this helps you give your future self the gift of a slightly less bad (or maybe even a good?) tax filing season.
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The thing I want most for you in the coming year.
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The last thing I want for anyone who is fortunate enough to have a team of professionals is for egos to get in the way. I want your professionals to confer with each other, disagree if they need to, and provide you with a united strategy that makes the most out of each person’s expertise to serve the only thing that matters: what’s most important to you.
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