2018 Financial Planning Guide: The numbers you need to know
A new year means new limits and data.  Here’s a list of new financial planning data for 2018 (In case you want to compare this to past years, I've included old data as well). Pension and RRSP con [more]
As baby boomers begin to retire, many are choosing to live their golden years outside of Canada. There are a whole host of reasons that Canadians are moving abroad to retire. Two of the big ones are a [more]
Updated January 8, 2018 The federal and provincial Ministers of Finance recently announced that they had reached agreement on some changes to the enhanced CPP, along with some other changes to the [more]
Income splitting is not an easy strategy to accomplish in Canada. We live in a tax system where every individual must report their personal income and pay tax individually. Income splitting is a [more]
What is stopping you from financial success?
“Expect the best. Prepare for the worst. Capitalize on what comes.” – Zig Ziglar When we talk about money management, we talk in terms of action: earning; saving; giving; spending; paying dow [more]
How do you know when it’s the right time to retire?
Retirement readiness is not really tangible.  If you think about it, we use dates, ages. rules and money to make our target retirement date more tangible.  For example: In the pension wor [more]