I hope it never happens to you…but what if it does? Lynn MacNeil April 3, 2015 6639 As a financial planner I've been noticing a big gap in the often overlooked area of Living Benefits. Most people think about their RRSPs, their mortgages, even life insurance. But too many people are forgetting...
New Year – New Resolutions: Avoid Money Stress Whatever Your Age Lynn MacNeil January 28, 2015 6845 Managing Your Money The six age groups of financial planning With the New Year there often comes new resolutions. If spending less time worrying about money is on your list, then here are some tips that w...
Christmas cash for kids & grandkids – yes or no? Lynn MacNeil December 24, 2014 6565 Giving your kids or grandkids the gift of cash at Christmas is a good thing, isn’t it? Well, yes and no. Yes, financial gifts are always appreciated. But no, because cash is the gift that doesn’t keep on giving...
The History and Myths of Retirement Lynn MacNeil November 19, 2014 5681 Call now, to receive your free copy of our: Retirement Readiness Quiz – How ready to retire are you? CALL: 514-693-3317 (24 hrs) **Limited Quantities What is retirement? The word retirement con...
Avoid getting a TFSA tax hit Lynn MacNeil October 28, 2014 5367 Since their introduction by the federal government in 2009, Tax-Free Savings Accounts (TFSAs) have become a favorite savings option for many Canadians – and with good reason: TFSAs provide tax-free savings grow...
You can, but maybe you shouldn’t Lynn MacNeil September 1, 2014 5339 “Easy” and “simple” decisions don’t always add up to the right financial/estate planning answers. Here are a few “because I can” decisions to consider just a bit more carefully. I will add an adult child as ...
Managing Your Money Lynn MacNeil June 19, 2014 5647 “Buy Now, Pay Later” deals may have you paying a lot more than you bargained for I have written before about the “spend versus save” decisions which we are faced with every day, and how so many people don’t ...
Leaving money to minors can become a major issue Lynn MacNeil February 19, 2014 4981 You’re preparing your will – that’s good – and you’re considering leaving part or all of your estate to children or grandchildren who are minors – that may not be so good. Let’s look at why you need to carefull...
Managing Your Money – January 2014 Lynn MacNeil January 21, 2014 4384 Today’s decisions could cost BIG TIME tomorrow (PART 2) Editor’s Note: We have reprinted the Lynn’s November article below for the convenience of readers who may like to have Part 1. Best Wishes for 2...
Managing Your Money November 2013 Lynn MacNeil November 21, 2013 6164 Today’s decisions could cost BIG TIME tomorrow This month, I would like to vent some of my frustrations. As a financial planner working mostly with people who are either retired or close to retirement, I ha...
