SWAN Wealth Management of Raymond James Ltd.

03/01/2023

This video is important for people who have accumulated wealth and are planning for the future because it will help you understand how to minimize probate fees and excess tax on death. https://www.raymondjamesconnect.com/aU6lG4

02/17/2023

Today we're excited to share Video #2 of the new nine-part video series we created on financial planning, estate planning, and cross-border pitfalls.

The next video for you is about exit tax in the U.S.

It will help you understand if you may be regarded as a covered expatriate and subject to the exit tax. https://www.raymondjamesconnect.com/aRG_CW

02/09/2023

This video is essential for Americans living in Canada. It will help you avoid some of the biggest mistakes that can cost you time and money.

It is also important for non-U.S. persons who have worked in the U.S. and still have retirement accounts. This video will help you understand how your U.S. retirement accounts can be actively managed from Canada

In this video, you'll learn that just because you are moving across the border, doesn't mean you have to sell all your investments and convert everything to Canadian currency.

Click the link below to watch the latest cross-border video on YouTube. https://www.raymondjamesconnect.com/aKEwi3

07/13/2021

Stocks vs Bonds vs Mutual Funds—what are the differences between these investing tools? What do these terms actually mean?

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/Stocks vs Bonds vs Mutual Funds—what are the diff...

07/07/2021

In this video you'll learn the important RRSP Withdrawal Rule facts that apply to you whether you're a Canadian or an American living in Canada.

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/ RRSP withdrawal rules can seem complicated at fi...

06/23/2021

To find out how a 401(k) works and what the differences are between the two financial tools, watch the video to learn more!

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/401(k) vs RRSP - What's the Difference? If you're...

06/16/2021

In this video, you'll learn more about what your 401k Canada options are and how you can ensure you're onside with the IRS and maintaining control over your investments.

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/401k Canada - What are your OPTIONS when moving f...

06/09/2021

In this video, we walk you through the three stages of retirement that apply no matter where you live. This will help you roughly calculate how much you'll need when in retirement.

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/ If you're wondering how much you need to retire ...

05/26/2021

3 things to know when moving your finances across the border:

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/Share this video with a friend: https://youtu.be/...

05/19/2021

Whether you have an RRSP already or are thinking of transferring an investment account to an RRSP, it's essential to understand how this financial tool actually works.

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/Share this video with a friend: https://youtu.be/...

05/12/2021

CFP, Portfolio Manager or Regular Investment Advisor? Our video today looks at the different designations you can choose to work with in the financial planning industry.

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/Share this video with a friend: https://youtu.be/...