Five financial learnings from 2022 to take into 2023
Addressing these will help fortify your financial plan for the new year—and beyond.
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Make your family’s estate planning conversations go smoothly
Estate discussions are some of the most difficult conversations to have. Here are some ideas on how to have a productive talk with your family.
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How to pay less tax when you sell your cottage
You may have to pay capital gains tax on the sale of a second home. Here’s how you can keep more of that money in your pocket.
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What to do with your tax refund
Getting money back from your taxes? Plan now for what to do with those funds.
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How beneficiaries really work
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
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Wealth Planning Facts & Figures 2020
A summary of key tax, retirement, estate, and other financial planning information for 2020.
-
10 things you’re forgetting to claim on your taxes
With so many credits and deductions, it’s easy to overlook a few key things.
-
Get your estate in order before it’s too late
It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.
-
Why trusts are for everyone
Trusts give people more control over their assets among many other uses.
-
Is investment television news negatively impacting your portfolio?
While the always-on business stations are fun to watch, their main objective is to gain viewers and increase profits. So, be careful about following what the financial gurus say.
-
RRSPs versus mortgages: What should you pay down first?
It’s an age-old question—slash your house payments or save more money? Here’s how to decide.
-
6 things you need to know about being an executor of your parent’s estate
While anyone can be designated as an executor, the responsibility usually falls to the adult children of a parent who has passed away. Here’s the scoop on what the job entails and how to do it well.
-
When should I start collecting CPP and OAS?
While most people start collecting CPP and OAS payments at age 65, Canadians are able to receive payments as early as age 60 or as late as age 70. Here’s what you need to know about when to start collecting.
-
Make your family’s estate planning conversations go smoothly
Estate discussions are some of the most difficult conversations to have. Here are some ideas on how to have a productive talk with your family.
-
How to pay less tax when you sell your cottage
You may have to pay capital gains tax on the sale of a second home. Here’s how you can keep more of that money in your pocket.
-
What to do with your tax refund
Getting money back from your taxes? Plan now for what to do with those funds.
-
How beneficiaries really work
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
-
Wealth Planning Facts & Figures 2020
A summary of key tax, retirement, estate, and other financial planning information for 2020.
-
10 things you’re forgetting to claim on your taxes
With so many credits and deductions, it’s easy to overlook a few key things.
-
Get your estate in order before it’s too late
It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.
-
Why trusts are for everyone
Trusts give people more control over their assets among many other uses.
-
Is investment television news negatively impacting your portfolio?
While the always-on business stations are fun to watch, their main objective is to gain viewers and increase profits. So, be careful about following what the financial gurus say.
-
RRSPs versus mortgages: What should you pay down first?
It’s an age-old question—slash your house payments or save more money? Here’s how to decide.
-
6 things you need to know about being an executor of your parent’s estate
While anyone can be designated as an executor, the responsibility usually falls to the adult children of a parent who has passed away. Here’s the scoop on what the job entails and how to do it well.
-
When should I start collecting CPP and OAS?
While most people start collecting CPP and OAS payments at age 65, Canadians are able to receive payments as early as age 60 or as late as age 70. Here’s what you need to know about when to start collecting.
