7 Ways to Defend Yourself Against Cyber Fraud
We know to be cautious and watch out for financial scams and fraudulent schemes. There’s a lot of information about how to avoid them. And we know we shouldn’t be giving out our private...
Category: The Money Puzzle
What Investment Fees Can You Claim on Your Tax Return?
Do you pay fees for financial advice and portfolio management? You can reduce your taxable income by claiming certain investment expenses on your tax return. Related: Preparing for Tax Season You can claim some...
Investment Advice or Do It Yourself?
The stock market has been booming these past ten years. Many investors have become dissatisfied with their investment advisors who sell a pre-determined model of products, don’t keep in contact, give abysmal service, not...
File Your Taxes Online Wth These Software Options
Tax season is just around the corner. How will you prepare your tax return? Some people like to hire a tax professional to handle their returns. But most Canadians are now preparing their own...
Do We Really Need Wills If We Have Joint Accounts?
Allan asks, “All of my and my wife’s assets are held in joint names and we have named each other as beneficiaries of our registered accounts. Is it necessary to go to the expense...
Financial Planning for Retired Couples: Be on the Same Page
Half of boomers don’t discuss their retirement plans according to Fidelity Investments. Discussing your lifestyle preferences is important, but what is often neglected is how your financial situation will be impacted by the choices...
How to Organize Your Financial Documents
Being organized with money and finances is about more than just paying bills on time and having some cash to spend. Do you toss statements, bills and random receipts onto the dining room table...
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...
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...
