North America: The New Financial Planning Frontier

Keats, Robert; Rodriguez-Walters, Raoul
February 2003
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p80
Academic Journal
The article highlights the financial planning concerns of a Canadian family who look to the U.S. and Mexico as possible places for retirement. The ability to effectively address international issues will become an increasingly important aspect of financial planning practices in the U.S. The need to address financial planning concerns in the North American continent will be especially important as Mexico, the U.S. and Canada continue to integrate their economies and societies. Approximately ten million citizens of one of these three countries Have in any one of the other two. We expect this trend to continue to grow as the baby-boomer generation retires. Trade liberalization provides an incentive for people and capital to move across borders. The European Union and the North American Free Trade Agreement are two obvious examples. But perhaps the retirement of the baby-boomer generation is the most important trend affecting international and cross-border financial planning. Furthermore, financial planning firms will not be able to participate in the international consolidation of the financial services industry as simple observers. Shrinking profit margins at home and opportunities abroad are powerful incentives.


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