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It's Your Life

Empty nesting: your home

Empty nesting: your home

Jun 11, 2015 / 5:00 am

An important consideration when the children have left is whether you are going to change your residential arrangements. We’re all familiar with the term...

Live long and prosper

Live long and prosper

Jun 4, 2015 / 5:00 am

Much can be said about Baby Boomers, but one irrefutable fact sums up this group—everything they embrace, changes. Whether it’s disposable diapers,...

What's a robo-advisor?

What's a robo-advisor?

May 28, 2015 / 5:00 am

It can only be attributable to human error. -Hal, 2001: A Space Odyssey For most of us who are within thinking distance of retirement, the term...

Do or do not

Do or do not

May 21, 2015 / 5:00 am

“The optimist sees the rose and not its thorns; the pessimist stares at the thorns, oblivious of the rose.” - Kahlil Gibran Good planning is all...

Death of a sales commission

Death of a sales commission

May 14, 2015 / 5:00 am

In New York City in 1792, twenty-four brokers met under a buttonwood tree on Wall Street. They agreed to buy and sell public stock with each other using a basic...

The other side of retirement

The other side of retirement

May 7, 2015 / 5:00 am

The golden years - the time we get to leave work life and office politics behind. From Freedom 55 to The Wealthy Barber, much has been said about financial...

The rules are changing

Apr 30, 2015 / 5:00 am

In recent years, a number of countries, including England, Australia and the United States, have changed the regulatory framework that governs their financial...

What's your score?

What's your score?

Apr 23, 2015 / 5:00 am

There was a time when we would sit down with nothing more than a sheet of paper and a sharp pencil to do the math. Totalling our expenses and subtracting our...

Living with Plan B

Living with Plan B

Apr 16, 2015 / 5:00 am

“It does not do to leave a live dragon out of your calculations, if you live near him.” ― J.R.R. Tolkien, The Hobbit Human beings are...

Do I have to file tax return?

Do I have to file tax return?

Apr 9, 2015 / 5:00 am

Personal Tax Return Filings Many people assume that they don’t have to file a personal tax return because they don’t have a balance owing. This...

Retiring with purpose

Retiring with purpose

Apr 2, 2015 / 5:00 am

Our lives are always guided by purpose. We may not think we have a grand design working in them, but the fact is, we are always moving with intent. Whether...

CRA Notice of Assessment

CRA Notice of Assessment

Mar 26, 2015 / 5:00 am

Many Canadians rush to file their taxes on time each year and don’t think about it until the next year. One of the most overlooked notices received from...

Choosing life

Choosing life

Mar 19, 2015 / 5:00 am

In retirement planning, taking care of basic needs questions come first: will there be enough money for you to stop working; can you maintain your lifestyle...

Managing the markets

Managing the markets

Mar 12, 2015 / 5:00 am

Let’s put aside that myth right away. There is no one out there, whether it’s you, Warren Buffet or George Soros who manage the markets, we simply...

Creating your retirement vision

Creating your retirement vision

Feb 26, 2015 / 5:00 am

A vision means different things to different people. To the head of a large corporation, it’s the ability to chart a course that will deliver success...

Retirement:  Major transition

Retirement: Major transition

Feb 19, 2015 / 5:00 am

Retirement is a major transition point for most people. Life expectancies have increased and with that, the amount of time we spend in retirement will only be...

Taking advantage of TFSA

Feb 5, 2015 / 5:00 am

Canada Revenue Agency (CRA) has announced that the Tax-Free Savings Account (TFSA) contribution limit for 2015 will remain at $5,500. TFSAs will continue to...

Leaving a job: changing careers

Leaving a job: changing careers

Jan 29, 2015 / 5:00 am

Many people, who find themselves out of work and with time on their hands, and money in their pockets due to lay-off, start thinking about a career change. If...

Ailing Parents: Tax Issues

Ailing Parents: Tax Issues

Jan 22, 2015 / 5:00 am

If your parent has become ill, there can be several tax issues that come into play depending on the nature of their illness, their age and the role that family...

When a parent needs full-time care

When a parent needs full-time care

Jan 15, 2015 / 5:00 am

If it is decided that your parent cannot continue to live at home during his or her illness, you will have to consider the out-of-home options, all of which...

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