Gifting to young couples: Diamonds may be forever, but love may not be Lynn MacNeil July 5, 2015 6164 As we head into the busy season of house buying, weddings, and new beginnings, many parents and grandparents may be considering giving large financial gifts to young couples in love. These generous gifts are of...
Survivor Benefits: the gifts that keep on giving? linda.hammerschmid July 3, 2015 6478 Last month, on the Dr. Laurie’s CJAD Radio Show “Passion”, a caller inquired whether or not non married couples benefit from Survivor Pensions and if their children were eligible for Orphan Benefits. There a...
Inheritance: The Double Edged Sword Lynn MacNeil June 6, 2015 6358 There is an enormous amount of wealth that will be passed down to the next generations over the coming two decades. Current estimates put it over a trillion dollars! This massive amount of wealth brings with it...
I hope it never happens to you…but what if it does? Lynn MacNeil April 3, 2015 6480 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 6686 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...
Does privacy exist in Family Matters? linda.hammerschmid January 4, 2015 6739 Dear Readers: Yes and no! There are few sacrosanct privileged communication areas left in our Technological Society today. Every word and every action seem doomed to immediate Internet social media exposure. So...
Christmas cash for kids & grandkids – yes or no? Lynn MacNeil December 24, 2014 6430 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 5380 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 5220 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...
Rick Mercer – comedian, author, philanthropist The Montrealer September 22, 2014 9365 The high school drop-out from St. John’s Newfoundland has created Canada’s most popular weekly television show. Rick Mercer has won 25 Gemini Awards for his work in television, authored two best-seller books, ...
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