Advisor to Client

Decorative pattern

Financial Planning

What snowbirds need to know about U.S. tax

Here are some tax rules and regulations snowbirds need to know.

By James Dolan |January 2, 2015

5 min read

Decorative pattern

Financial Planning

Medical insurance for snowbirds

“Do I need additional medical insurance while I’m in the U.S.?” It’s one of the most frequently asked questions of snowbirds — and an important one to answer.

By James Dolan |January 2, 2015

4 min read

Decorative pattern

Financial Planning

Popular snowbird destinations

Here’s a brief run-down of some of the more popular destinations for Canadian snowbirds.

By James Dolan |January 2, 2015

2 min read

Decorative pattern

Financial Planning

Getting the car to your snowbird destination

Driving down to your snowbird destination can be an interesting way to see more of the world. But after you’ve done it once or twice, it becomes less of a journey and more of a chore.

By James Dolan |January 2, 2015

3 min read