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

by Zeus | Oct 18, 2021

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 – the term “IRMAA” doesn’t mean anything until they enroll in...

Client Relationship Summary

by Brian Wruk | Aug 5, 2021

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

by Stacey | Jun 24, 2020

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...

5 Options for Americans not Filing with the IRS

by Stacey | Jun 24, 2020

Five options for Americans not filing tax returns (or filing incorrectly) with the IRS So what if you are one of the thousands of American citizens, derivative citizens, or green card holders living in Canada that haven’t filed U.S. tax returns with the IRS? Or...

Worried About the Markets? Why?

by Stacey | Jun 24, 2020

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...