Posts Tagged ‘Financial Planning’
FINANCIAL FACELIFT: How can this couple make sure they’re prepared for retirement?
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreFINANCIAL FACELIFT: The mortgage is paid, income is good but budgeting is hit-and-miss
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreTips for lowering taxes on investments (from the Globe and Mail)
How can investors reduce taxes on investments? TriDelta Financial’s Lorne Zeiler, Portfolio Manager and Wealth Advisor was one of two wealth management professionals interviewed by Globe and Mail reporter Terry Cain to answer this very question (article printed on March 1, 2017). It’s an old saying but it still holds true – nothing is certain…
Read MoreFINANCIAL FACELIFT: At start of big earning years, couple face lack of retirement savings
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreWhat is a Locked-in Retirement Account (LIRA)?
LIRAs are registered accounts that are funded with assets from a pension plan. These types of accounts are very similar to the RRSP but with some significant restrictions. Recently I was quoted in an article written by Jon Chevreau for the National Post. about LIRAs. As I am finding that more and more of my…
Read MoreNew Liberal tax implications for each of us
As we sit here in the last quarter of 2016, the new tax brackets ushered in by the Federal Liberals are about to become reality as people begin preparing their tax returns early next year. The Liberal web site states: When middle class Canadians have more money in their pockets to save, invest, and grow the…
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