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. Individuals...
Tag - business
DO YOU HAVE A DIGITAL ASSET ESTATE PLAN?by Sylvia A. Carruthers Last month was “Making a Will” month. While having your Will completed is very important, that...
The 10-year fixed mortgage: Is stability worth it? While the vast majority of homeowners opt for the a 5-year (or less) fixed term, there are some Canadians...
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...
Recent Mortgage Rule Changes It’s been busy for mortgage rule changes, with both the Department of Finance and OSFI introducing significant updates. On the...
Millennial Money Mistakes Saving is Not a PrioritySince the dawn of the millennium, there has been an alarming trend with “millennials” (people who have...
2019 The Way We Were vs Now One of my fav lenders (RMG) did an economic update during the recent Bank of Canada announcement comparing 2019 to now, I found it...
How To Make Your Heirs Hate You Your death will create problems. There will be three major areas – emotional, legal and financial. You can do certain...
FINTRAC The Financial Transactions and Reports Analysis Centre of Canada (FINTRAC), is Canada’s financial intelligence unit. Many folks are aware of this...
Diversification is Key As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam and...