Uncategorized

49th Parallel Wealth Management  ·  Lucas Wennersten, CFA, CFP®  ·  March 12, 2026  ·  7-minute read U.S. Health Insurance for […]

Renting vs. Buying in Arizona as a Canadian Snowbird: An Honest Breakdown   It is the most common financial question

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

 BLOG POST The Family Meeting Nobody Wants to Have   Why silence — not poor advice — is the biggest

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

class=”attachment-large size-large wp-image-6169″ alt=”” srcset=”https://49thparallelwealthmanagement.com/wp-content/uploads/2026/02/Cross-Border-Tax-Planning-Without-the-Confusion.jpg 1000w, https://49thparallelwealthmanagement.com/wp-content/uploads/2026/02/Cross-Border-Tax-Planning-Without-the-Confusion-300×200.jpg 300w, https://49thparallelwealthmanagement.com/wp-content/uploads/2026/02/Cross-Border-Tax-Planning-Without-the-Confusion-768×511.jpg 768w” sizes=”(max-width: 1000px) 100vw, 1000px” /> Cross-Border Tax Planning Without the

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

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

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

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