How do you determine when you have enough retirement money? The first thing I would suggest is to make sure you plan ahead and start early. That is the most...
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Today we're talking about income splitting – how it impacts you, how you can save money, and how you can dramatically save taxes in your retirement. You’re retired; let’s talk...
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Canada Pension Plan First, what is the Canadian Pension Plan (CPP)? It is a fund that exists and is managed by the Canadian government. Canadians contribute money to the fund...
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Today we're talking about that super important decision - how and what to do with your pension and how do you transfer it? You've retired, you've gotten the form and...
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Inherited Property First off, my condolences to you and your family. There are very complicated tax implications that can arise when you inherit property. Let’s discuss inheriting a primary residence,...
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What is the importance of liquidity planning in my investment portfolio? Let’s talk about how you calculate your liquidity ratio. Liquidity management is a concept, a lot of people don't...
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Today we're answering the age-old question, can I take money out of my LIRA or my LIF? First off, what do these acronyms mean? A LIRA is a Locked-in Retirement...
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It's a question that we get asked daily. I remember growing up, people used to say, you need $1,000,000. Reach this amount and you have enough to retire. Well, the...
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Are you entering into retirement soon? Are you considering retirement? Will you have enough money? Today, we're discussing the importance of retirement and estate planning. It's a broad subject that...
Read MoreToday, we’re chatting about the IPP, also known as the Individual Pension Plan. It’s truly a fantastic way for business owners to pull out a lot more tax-free money from...
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