Showing by category: Financial Planning

“You do not determine your success by comparing yourself to others. You determine your success by comparing your accomplishments to your capabilities.” – Zig Ziglar One thing I’ve noticed d [more]
Retirement is the beginning of a new and exciting phase in our lives. Since this is a time of great change, it can be challenging at the outset to estimate our spending needs. In the past, retirement [more]
Today, the bulk of financial assets are in the hands of the aging baby boomers. Over the next 10 to 20 years, the aging phenomenon will have a massive impact on inheritance planning. Here are some tip [more]
Try not to let capital gains tax prevent selling an investment
I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental prop [more]
2017 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 2017 (In case you want to compare this to past years, I've included old data as well). Pension and RRSP con [more]