Yahoo Finance

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

SCOTTSDALE, Ariz. and VANCOUVER, BC, July 27, 2026 /PRNewswire/ -- 49th Parallel Wealth Management today launched a free OAS Clawback Calculator, the flagship of a new suite of six interactive ...
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, ...
Morningstar%2c Inc.

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 ...
newswire

Parallel Advisors Welcomes Steve Fernelis, Establishes New York Presence

NEW YORK, February 27, 2025 (Newswire.com) - Parallel Advisors, LLC, a premier independent wealth management firm, today announced that Steve Fernelis has joined the firm as a wealth advisor, marking ...
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 ...
streetinsider

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 ...