IRMAA – How can it affect you when applying for Medicare?

IRMAA – How can it affect you when applying for Medicare? My Social Security payments dropped in half and my Medicare premiums doubled! Why?!! Learn about IRMAA and how can it affect you when applying for Medicare. Unfortunately, for many higher income earners –...

Client Relationship Summary

Transition Financial Advisors Group, Inc. – Client Relationship Summary Item 1 – Introduction Transition Financial Advisors Group, Inc. (“Transition”, “we” or “us”) is registered with the Securities Exchange Commission (“SEC”) as a Registered Investment Adviser...
A Tale of Two Accountants

A Tale of Two Accountants

One of the common mistakes we see when people move across the Canada/US border is the use of two accountants. Typically, when a client moves from one country to the other, they retain the accountant that served them all those years in their home country. Once they...

Worried About the Markets? Why?

Worried About the Markets? Why? The recent volatile swing in stock markets around the world has caused unrest with some investors. Of course, the media has jumped on this normal occurrence and made it a focal point in all of their publications, talking points and...
Why You Don’t Lose Money On Currency Exchange

Why You Don’t Lose Money On Currency Exchange

From July of 2014 to February of 2015 the Canada/US currency exchange rate plummeted from 1C$=U$0.94 to U$0.79 with the rapid drop in oil prices . . . a decline of 16% in just eight months. The carnage continued as the Canadian loonie bottomed out at U$0.69 in January...