Tax planning strategies for your retirement life The Montrealer May 16, 2011 4581 Q: I never really thought much about tax planning until now. I recently filed my tax return, and I find that I'm paying quite a lot in taxes. I was always under the impression that retirees were entitled to m...
New Year’s Resolution Review your life – review your plan The Montrealer December 10, 2010 4995 Q: This New Year I’m committed to reviewing my finances to ensure I’m doing everything I can, but I don’t know where to start. What advice can you give me? A: As the old year gives way to the new, Canadians...
The Risks of ‘Safe’ Investments The Montrealer November 13, 2010 5047 Q: As a retiree, I am mostly invested in bonds and GICs. I am a conservative investor, but I’m beginning to get concerned over the low rates my investments are paying. Should I be worried? A: Conservative ...
Protecting Your Retirement & Your Blended Family The Montrealer July 7, 2010 4948 Q: I am planning to retire early next year, but I’m concerned about whether or not I could run out of money during my retirement. How can I best ensure that I won’t outlive my money? A: Retirement can b...
Socially responsible investing The Montrealer December 21, 2009 6438 Poke the conscience of investors and you'd be surprised at how many are attracted to the idea of investing their money so that it improves the world in some way. Socially responsible investing (SRI) taps into t...
What the answers mean The Montrealer October 11, 2009 5194 For the last two months, we’ve been going over a set of questions that investors should consider asking a potential new advisor when they’re thinking of making a move from their current one. Studies show that a...
Making a move – what to ask Part Two The Montrealer September 11, 2009 5608 In the August issue, we published the first set of questions to help those investors considering a switch from their current money manager or financial advisor. Indeed, it’s a big move and asking the potential ...
Making a move The Montrealer August 7, 2009 5562 Sometimes you just have to pause…and reconsider a relationship. Studies show that about 10% of investors are preparing to switch financial advisors or firms in the next year. It’s a big move, especially if t...
Ordinary People, Extraordinary Wealth The Montrealer July 28, 2009 5269 A client recently remarked that “every column on investing inevitably makes me feel bad, that I’m missing something. Why is that? The writer shares some knowledge and wisdom that I’m advised to remember and put...
Where to go when the going gets rough The Montrealer August 10, 2008 5059 (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) Many of the approximately 10 million Canadian baby boomers born between the years of 1947-1966 can r...
