Smart Move Financial Planning

10/22/2024

Thinking about trading our chilly winters for the tropical paradise of Costa Rica? Before you pack your bags, let's talk about 12 costly mistakes many Canadians make when moving to this beautiful country. In this video, hosted by Yossi Kaplan, MBA, Realtor, I answer some crucial questions you need to consider before making the big move

-only financial planning for Canadians relocati...

10/22/2024

Check out our latest article on the importance of retirement planning across all life stages. It emphasizes that it's never too early or too late to focus on your retirement strategy. Whether you're just starting your career or already enjoying retirement, there are crucial steps you can take to secure your financial future.

Many young people underestimate the importance of planning for retirement. With decades ahead of them, retirement seems like a distant concern.

10/03/2024

https://smartmovefp.com/canadian-expats-navigating-home-sales-from-abroad/

As a Canadian expat, understanding the tax implications of selling your Canadian home is crucial. Whether you've recently relocated or have been living abroad for years, here's what you need to know about selling your Canadian principal residence:Withholding Tax for Non-ResidentsWhen non-residents s...

09/23/2024

Moving Abroad? 5 Tax Tips Every Canadian Expat Needs to Know!

-only financial planning for Canadians relocating or retiring abroad https://smartmovefp.com/In t...

09/20/2024

Debunking the myth: Financial planning isn't just for the wealthy! In my latest article, I explore how professional financial guidance can benefit everyone, regardless of their asset level. Learn how advice-only planners are making financial planning more accessible and why it's crucial for your financial well-being. Read on to see how financial planning can help you build a secure future, no matter where you are on your financial journey.

Financial planning is not exclusively for the wealthy. It is a valuable tool for anyone looking to manage their finances effectively, regardless of their income level. Proper financial planning can help individuals and families achieve their financial goals, prepare for unexpected expenses, and secu...

09/07/2024

Check out our latest video on how leaving Canada impacts your CPP and OAS eligibility. If you found this video helpful, please give it a like and subscribe to our YouTube channel.

Advice-only financial planning for Canadians relocating or retiring abroad https://smartmovefp...

09/03/2024

https://www.linkedin.com/pulse/rise-advice-only-financial-planning-anna-golan-reznick-cfp--6rzac/?trackingId=JSdNR5vLT9SHbwL76KTOyg%3D%3D

“Advice-only financial planning” refers to a model of financial planning where professionals offer guidance and recommendations to clients without selling financial products or earning commissions from investment transactions. In this model, the financial planner acts as a fiduciary, meaning the...

08/22/2024

https://www.linkedin.com/pulse/receiving-cpp-oas-while-retired-abroad-anna-golan-reznick-cfp--x0rtf

Yes, you can receive Canada Pension Plan (CPP) and Old Age Security (OAS) benefits if you retire abroad. However, there are some important considerations and requirements to keep in mind: Canada Pension Plan (CPP) Eligibility and Payment: You can receive your CPP retirement pension outside of Canada

08/13/2024

Read, like and share our article about Tax Implications for Canadian Expats: Becoming a Non-Resident of Canada

07/31/2024

Advice-only financial planning for Canadians relocating or retiring abroad https://smartmovefp.com/In this video we will discuss the importance of financial ...