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The first step in the Plan Single process is to know what you have and where it is. Consolidate everything you need in one place.
- The biggest expense in most Canadian’s lifetime is their tax bill. In fact, it can exceed the combined costs of your mortgage, children’s education, travel and cars. As a result, it is incredibly important to manage your tax bill, not just today, but also with a view of your taxes tomorrow. You see, when couples retire, they are far better able to manage their tax …Read More »
- If you have anxiety about the performance of your investment portfolio, you are not alone. Many people wonder if they are making the most of their investments, but there is a good chance you’re in the dark about how to know if your portfolio is performing as it should. There are a lot of metrics and moving parts; and depending on who you’re talking to, …Read More »
- While managing everything jointly works for some, unity may not always be the right arrangement.Read More »
- The adage that “opposites attract” can lead to some serious problems when married partners disagree on the fundamentals of how to manage their household finances and investments. Maybe you grew up in a frugal household where thriftiness and the value of saving money were emphasized. Meanwhile, your partner was raised by big-spending parents who racked up lots of debt. The result? A fundamental mismatch in …Read More »
- If you are someone who considers yourself responsible and prepared when it comes to your finances, you have likely worked with a financial planner, lawyer, accountant or other financial professionals in an effort to properly manage your assets and financial legacy. However, even the most careful planners can’t prepare for something if they aren’t aware of its importance. Whether for yourself or for aging parents …Read More »