Posts Tagged ‘Financial Planning’
Tips for helping your kids buy a house
TriDelta President Ted Rechtshaffen joins House Money on BNN with advice for parents possibly looking to help their kids buy a home. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO tedr@tridelta.ca (416) 733-3292 x 221
Read MoreFINANCIAL FACELIFT: Newly divorced dad is setting his retirement goals high
Below you will find a real life case study of an individual who is looking for financial advice on when he can retire and how best to arrange his financial affairs. His name and details of his personal life have been changed to protect his identity. The Globe and Mail often seeks the advice of…
Read MoreCountdown to Year-end – Have you put your tax planning in place?
With less than a month to go before the end of the year, it is time to give some thought to how you are going to put your affairs in order to minimize your taxes next April. Below I have provided several points which you should contemplate for your own tax situation. Some of these…
Read MoreFINANCIAL FACELIFT: Are these soon-to-be retirees ready to set sail?
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 MoreProtecting Your Retirement Portfolio – in a Down Market
When I review the portfolio of a new client as part of their financial plan, they almost always have at least one of the following concerns on their mind. They ask how long can stocks continue to climb given it has been an eight year bull market or how can their portfolio earn any income…
Read MoreFINANCIAL FACELIFT: Christopher, 70, wants to ‘ease into retirement’ – and avoid double taxation
Below you will find a real life case study of an individual who is looking for financial advice on when he can retire and how best to arrange his financial affairs. His name and details of his personal life have been changed to protect his identity. The Globe and Mail often seeks the advice of…
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