Bad Excuses for Putting Off Investing
Recent college or university graduates with their first career job have an understandable itch to spend money after years of…
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Year-End Tax Planning Ideas
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.…
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Weighing the Cost of Your Retirement Dreams
We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things…
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Market Highs vs Your Goals
As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible…
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Basics For a Wise Financial Strategy
Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete,…
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Your Legacy Plan and Charitable Giving
Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a…
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Passing it on to Your Heirs
Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it…
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But I’m Invincible
Most people have a false sense of security by believing that they will not be victims of a critical illness…
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Why Time Matters
It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a…
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The Safe Investing Dilemma
As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments.…
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