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The Second Generation Problem   By: Lucas Wennersetn CFA and CFP® (Canada & U.S.A.) Why the children of self-made wealth […]

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  What Defines the Best Cross-Border Private Wealth Management Firms?   By Lucas Wennersten CFA and CFP® (Canada & U.S.A.)

1031 Exchanges Explained: Rules, Deadlines, Rental Requirements, and Considerations for Nonresident Aliens   A 1031 exchange, named after Section 1031

Health Span vs. Life Span: The Real Retirement Risk By Lucas Wennersten CFA and CFP® (Canada & U.S.A.) Health span:

Retirement Reflection: Health Isn’t a Future Goal It’s a Daily Privilege   I’m incredibly grateful for my health. We all

Election to Stop Contributing to CPP in Canada: Rules, Process, and Impact on Benefits   In Canada, contributing to the

The Beauty of Diversity: Choosing Love, Curiosity, and Patience in a Divided World   I grew up in California one

  Tax Slip Deadlines Explained: W-2s, 1099s, K-1s — and Why Your Tax Filing May Be Delayed   Every tax

Objecting to OAS Enrollment in Canada: Cancellation Windows, Deadlines, and Impact on Benefits   Canada’s Old Age Security (OAS) program