Category Archives: Retirees

Tax Planning Tips for the end of 2018

    Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end. Below, we have listed some of the key areas

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    Retirement Planning for Business Owners

      Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

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      Getting the best from a financial advisor

        Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

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        Comparing TFSAs and RRSPs

          If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features: While a TFSA can be used

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          6 Steps to Retirement Success

            Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Have a written plan which merges life priorities with financial resources. Consolidate your income-producing assets with one advisor. Layer different sources of income in the most efficient manner. Structure income in order to preserve valuable tax credits and government

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            Long Term Care

              Did you know that your changes of living to 100 years old are better than ever? While living a long life may be seen as a great gift, we also need to be prepared financially to pay for your future long-term care needs. While living a long life may be seen as a great gift, we also need to be prepared financially to pay for their future long term care needs.

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              Tax Credits and Benefits for Age 65

                You’ve worked hard all your life, and it’s about time you reaped the fruits of your labor. Even if you aren’t a senior citizen yet, it helps to know what benefits and credits you or your loved ones may claim.

                Contact us to see how we can help.

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