How to Protect Your Assets With an Estate Plan
Do you think only the wealthy need to worry about estate planning? Regardless of the size of your estate – which is everything you own – everyone should have a plan for distributing property...
Category: The Money Puzzle
The Benefits of Working With a Financial Planner
Retirement was easier for our parents. They worked for the same company for most of their careers. When they hit 65, they had a big party and looked forward to sitting back and relaxing. ...
8 Tax Strategies to Implement Before the End of the Year
It will be tax time before you know it but it’s never too early to plan. So take a break from holiday preparations, pour yourself an eggnog and spiced rum and check these year-end...
A Year-End Checklist to Keep You in Good Financial Shape
December often zooms by when you’re busy buying gifts, baking cookies, attending parties – and shovelling snow. It may be tempting to spend your time just enjoying the holiday season, but the last month...
Converting Your LIRA Into Retirement Income
Do you have pension plan money from a previous employer? If you left your company prior to retirement, for whatever reason, you would have been given the option of taking your pension funds as...
How to Avoid Home Country Bias in Your Investment Portfolio
Canada is the second largest country in the world, but the Canadian stock market represents only about 3% of the world’s market capitalization. Yes, we’re tremendously patriotic. We also tend to steer towards what...
Financial Literacy – Understanding Your Investment Statements
Throughout November, Canadians are encouraged to take charge of their finances and be smart financial consumers. Be an informed investor by reviewing your investment statements and knowing what they are telling you. Don’t just...
Power of Attorney: What You Need to Know
It’s not pleasant to think about the possibility of being incapacitated by illness or an accident. But there could come a time when you’re unable to make certain crucial decisions for yourself. Spouses just...
Take Advantage of Your Tax Free Savings Account in Retirement
When the Tax Free Savings Account was introduced in 2009 it was easy to give it a pass for retirement savings. After all, the $5,000 annual contribution limit seemed fairly insignificant unless you just...
This Thanksgiving Give Thanks For Your Financial Well-Being
Thanksgiving is a holiday to share and appreciate our blessings. Originally the idea was to give thanks for the harvest season, but the tradition has changed over time and we now get together with...
