TAX TIPS FOR SOLE PROPRIETORS

Posted on September 13th, 2021 in E-Newletters, Tax
Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole…
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A POINT IN TIME

Posted on September 13th, 2021 in E-Newletters, Investing, Retirement
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late…
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PROTECTING YOUR FINANCIAL WELL-BEING POST-DIVORCE

Posted on August 9th, 2021 in E-Newletters, Life Events, Retirement
“After 38 years of marriage, I was blindsided when my husband asked me for a divorce,” says Patricia, 61. “I…
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THE POWER OF COMPOUND INTEREST

Posted on August 9th, 2021 in E-Newletters, Investing, Retirement
“Money makes money. And the money that money makes, makes more money.”1 This quote by Benjamin Franklin is referencing the power…
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STORYLINE INVESTING

Posted on August 9th, 2021 in E-Newletters, Investing
The point of the headline is to distinguish what kind of investor you are. Do you follow storylines as described…
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BE CAREFUL WITH RRSP BENEFICIARY DESIGNATIONS

Posted on July 12th, 2021 in E-Newletters, Estate Planning, Retirement
When Margaret and James married in 2005, it was a second marriage for both of them. They had no children,…
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GETTING BACK TO BASICS

Posted on July 12th, 2021 in Budgeting, E-Newletters, Retirement
Recessions, stock-market declines, housing market bubbles, joblessness and, most recently, a global pandemic have created a series of challenges for…
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TAX PLANNING FOR SEVERANCE PACKAGES

Posted on June 7th, 2021 in E-Newletters, Investing, Life Events, Retirement, Tax
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their…
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MORTGAGE INSURANCE: NOT NECESSARILY AS ADVERTISED

Posted on June 7th, 2021 in E-Newletters, Insurance, Lending, Life Events
It’s all part of the process when you are arranging a mortgage for your new home. The bank employee inevitably…
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WHEN INVESTMENT RETURNS MATTER

Posted on June 7th, 2021 in E-Newletters, Investing, Retirement
The goal of financial planning is to build enough assets, by the time you retire, that the income earned from…
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