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The Border Guide
10th Edition
Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
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Learn about strategies for Cross-Border Living1/26/11 – Cross-Border Living Workshops
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Press Room
Recent News
Keats, Connelly And Associates Office Now Solar, Paperless
CONTACT: ALISON BAILIN
abailin@hmapr.com
FOR IMMEDIATE RELEASE
KEATS, CONNELLY AND ASSOCIATES OFFICE NOW SOLAR, PAPERLESS
Keats, Connelly and Associates, LLC, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that as part of its 20th anniversary celebration it has gone green by installing solar panels across its [...]
Kenneth W. Brown Joins Keats, Connelly And Associates
CONTACT: ALISON BAILIN
ABAILIN@HMAPR.COM
FOR IMMEDIATE RELEASE
Keats, Connelly and Associates, LLC, a Phoenix-based wealth management firm with approximately $200 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that Kenneth W. Brown has joined the office as a business development officer. In this role, Brown will [...]
Virginia E. Dhondt Named President Of Financial Planning Association Of Greater Phoenix
Keats, Connelly and Associates, LLC is pleased to announce that its own Virginia E. Dhondt, has been named president of the Financial Planning Association of Greater Phoenix.
Recent Publications
2010 Summer E-Update Newsletter
Featured Articles: Changes to the Canada Pension Plan (CPP); Audits: Good News Bad News; Buying Real Estate in the US: A Guide for Canadians; KCA Phoenix Goes Solar, plus details on upcoming cross-border seminars in Edmonton and Calgary.
2010 Fall E-Update Newsletter (PDF)
Pre-existing Conditions Eliminated Ahead of 2014 Law Change
Pre-existing Conditions Eliminated Ahead of 2014 Law Change
One feature of the new US health care law should be welcome news for Canadians: the elimination of pre-existing condition clauses in US health insurance policies. For years, these clauses have prompted some Canadians with health concerns to set aside plans [...]
The Value of Financial Planning
The Financial Planning Standards Council of Canada conducted a study that questioned 7,838 English speaking Canadians to determine if financial planning was valuable.