Posts tagged as:
estate planning
Research And Discussion On Retirement Planning for Canadian Baby Boomers Turning 65 Beginning 2011
Research And Discussion On Retirement Planning for Canadian Baby Boomers Turning 65 Beginning 2011
Tweet Interviews Starting January 2011 the first of Canada’s boomers will start to turn 65, approximately 344,000 of them. According to a Harris/Decima poll (on behalf on Investors Group) which was conducted online within Canada between October 28 and November 9, 2010 among 2,031 adults (aged 18 and over), 61% of respondents say they look forward to [...]
An Introduction To Financial Planning For Same Sex Couples
An Introduction To Financial Planning For Same Sex Couples
Tweet Interviews Update: This article was included in the 267th Carnival of Personal Finance posted at Beating Broke and the 152nd Edition of the Carnival of Financial Planning at The Financial Blogger. July 20th, 2010 marks the 5th anniversary for same-sex couples across Canada. Only five years ago, the Civil Marriage Act was amended to allow LGBT [...]
The Top 10 Investing and Personal Finance Articles This Week
The Top 10 Investing and Personal Finance Articles This Week
Tweet Personal Finance A lot has transpired in the investing and personal finance spheres this past week. If you didn’t get a moment to read through all the tips, how-tos and commentary published around the blogosphere, rest assured, we’ve rounded up our favorites and created a short and sweet list for some awesome weekend enjoyment. Personal Finance 1. [...]
How To Minimize Your Estate Distribution Costs
How To Minimize Your Estate Distribution Costs
Tweet Personal Finance Most people are unaware of what can be done to minimize taxes and fees payable at death. First, let’s review how the value of your estate may be reduced before it is distributed to your beneficiaries. Income Taxes At death, the Canada Revenue Agency (CRA) requires a terminal income tax filing. All income received by [...]
4 Steps to a Well Planned Estate Distribution
4 Steps to a Well Planned Estate Distribution
Tweet Personal Finance Estate planning is the strategy of determining who will act on your behalf in the distribution of your estate, to whom and how your assets will be distributed and the arrangement of assets while living, in order to minimize taxes and hasten asset distribution to your heirs. Most people do not want the government to [...]
Tax and Estate Planning Advice with Regards to RRSPs and TFSAs with Wilmot George of Mackenzie Financial
Tax and Estate Planning Advice with Regards to RRSPs and TFSAs with Wilmot George of Mackenzie Financial
Tweet Interviews Biography: Wilmot is a Certified Financial Planner and Director of Tax and Estate Planning at Mackenzie Financial Services Inc. Q: Mr. George, what are your thoughts (benefits and drawbacks) on taking on RRSP (Registered Retirement Savings Plan) loans to make contributions? Is this not a good idea for people with pre-existing debts like student debt [...]
Higher yields without a lot of risk: Increase your retirement income
