Yahoo Finance

49th Parallel Wealth Management Closes Out a Summer of Cross-Border Innovation -- Free Tools, an Audiobook, and a New App, With a Hardcover Edition on the Way

SCOTTSDALE, Ariz. and VANCOUVER, BC, Aug. 20, 2026 /PRNewswire/ -- 49th Parallel Wealth Management, a fee-only fiduciary firm built for households whose financial lives cross the Canada–U.S. border, ...
Yahoo Finance

49th Parallel Wealth Management Launches Cross-Border Day Tracker App to Help Snowbirds and Dual Residents Avoid Unintended U.S. Tax Residency

SCOTTSDALE, Ariz. and VANCOUVER, BC, Aug. 20, 2026 /PRNewswire/ -- 49th Parallel Wealth Management, a fee-only fiduciary firm serving clients who split their lives between the United States and Canada ...
Morningstar%2c Inc.

49th Parallel Wealth Management Launches a Free OAS Clawback Calculator — Anchoring a New Suite of Cross-Border Planning Tools

The free calculator shows retirees exactly how much Old Age Security the government will claw back — and how to reduce it — alongside five more free tools for Canadians and Americans living between ...
Morningstar%2c Inc.

49th Parallel Wealth Management Closes Out a Summer of Cross-Border Innovation — Free Tools, an Audiobook, and a New App, With a Hardcover Edition on the Way

In the span of a few weeks, the fee-only advisory firm turned the ideas in founder Lucas Wennersten's retirement guide into a free suite of 13 planning tools, an audiobook, and a mobile app — with a ...