Holiday Financial Gifts

Holiday Financial Gifts

Holiday Financial Gifts It’s time for the second annual holiday financial gift guide from your Spring Planning team! What follows are gift ideas for the financially inclined, but before you start making your list, check it twice¹ to make sure the recipient receives it...
The Surprising Downside of a Sunny Retirement

The Surprising Downside of a Sunny Retirement

If your residency is changing, it may affect how you’re taxed. Canada, for instance, has many residents that spend half the year in warmer parts of the U.S. “One of the issues there is when you’re considered a resident of most countries in the world, you have to file taxes there,” said Julia Chung. “We have a lot of Canadian residents who are just finding out that they’re supposed to file a tax return with the U.S. every year.”