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Financial Library

Are you a Retirement Savings Late Starter?

Posted on: June 12, 2023
Tags: 
retirement planning

Harry and Sally both earned high incomes and liked to live the good life. They leased higher end European cars, took two-week exotic vacations almost every year, and lived in a house much larger than they truly needed. To accomplish this lifestyle, they put off retirement savings. Now in their forties, Harry and Sally are realizing they have some catching up to do. Six things to consider are:

Delay no more - Procrastination or bad breaks may have derailed a savings plan. Now is the time to make savings a priority.

Warren Buffett Wisdom

Posted on: May 8, 2023
Tags: 
investment planning

Investment icon Warren Buffett says there's wisdom in being "fearful when others are greedy and greedy when others are fearful." 1 He first gave this advice in 1986 and has re-iterated it over the past few decades during times of financial uncertainty: 9/11 in 2001, the 2008 mortgage crisis, the 2011 Black Monday crash and the 2020 global pandemic.

A Short Conversation About Banks

Posted on: May 8, 2023
Tags: 
financial strategies

The recent tremors in the US banking system (collapse of Silicon Valley Bank - SVB) have caused some Canadians to question how developments in the US might affects their own savings. The key thing to understand is that there are BIG differences between Canadian and US banking systems.

Financial Independence Tips for Seniors

Posted on: May 8, 2023
Tags: 
estate planning

As people age, maintaining financial independence can become increasingly challenging. However, there are steps that senior can take to help ensure that they can continue to live independently and enjoy their golden years without financial worries.

Below, we will discuss some of the ways that seniors can maintain their financial independence for years into the future.

New Tax Planning Opportunities

Posted on: April 10, 2023
Tags: 
tax planning

Canadians have various existing tax reduction opportunities to consider for their own personal situations and one NEW strategy arrives this spring: First Home Savings Account (FHSA).

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