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Chapter 3: Protecting and Preserving your Wealth
“Well, David, I have to say one thing—you sure have become a good cook. This has been one of the best breakfasts we’ve had all summer.” David’s face was rife with suspicion as he glanced over at Alice. “It’s only our second Saturday breakfast, dear, and I think I know
Tax-Free Savings Account (TFSA) Update for 2023
Key Items: Resource: Tax-Free Savings Account Guide for Individuals TFSA Summary A Tax-Free Savings Account (TFSA) is a type of savings account that has been available to Canadian residents over the age of 18 since 2009. Contributions to a TFSA are not tax deductible, but any income earned within
The 32 Blog Posts from 2022
Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of the articles are good, some are ok, and some are… Feel free to forward them to any family or friends who may find them of
How Do You Develop a Diversified Portfolio?
A common question people have when we initially meet is, “How do you develop an investment portfolio?” Many people have a basic understanding of the difference between income and equities but are unsure of how to put it all together. When approaching retirement or in retirement, there are six key
What are Segregated Funds?
Many people are familiar with mutual funds as an investment but are not as familiar with segregated funds. Segregated funds are investment funds (like mutual funds) that life insurance companies offer. How are they similar to mutual funds? The key features that are different from mutual funds: Unique Uses for
What To Do with Cash Now
The Bank of Canada has raised its policy rate over 2022, and it is currently 3.75%. Prior to the interest rate increases this year, there were not many options for your cash reserves. With inflation running at 6.9 % today, you need to earn as much interest as you can on
Medical and Health Care Options for Retirees
How to Prepare for the Next Big One.
Key Points for Wills and Powers of Attorney’s
Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals
Your Monthly Game Plan Strategy
Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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