Where to go when the going gets rough The Montrealer August 10, 2008 4938 (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...
Rebalancing your portfolio potentially increases returns The Montrealer June 6, 2008 4699 (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) When we last visited with Rhonda and Steve Baker, they were discussing the positive impact of Asset ...
Less risk may mean higher returns The Montrealer May 14, 2008 4472 (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) It’s the weekend and Steve and Rhonda Baker are sitting down to a late breakfast with their son, Adam....
“Asset allocation” can mean lower tax rates…and you keep more money for your future The Montrealer April 13, 2008 4935 Capital gains and dividends have a lower tax rate, and income in your RRSP is tax sheltered until you withdraw; usually at a lower tax rate in retirement (This article discusses financial issues and uses f...
Recent changes in tax rules may provide greater refunds from charitable donations The Montrealer March 11, 2008 4333 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) Last week we di...
RRSP contributions play an important role in tax planning and investment growth The Montrealer February 9, 2008 4298 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. Often we’re asked for our opinion. Take for instance, the theoretical case of Steve and Rhonda. They are questioning their ...
Confidence in the right people at the right place The Montrealer October 11, 2007 4327 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. Do you say things like this? Are you a potential client of the Franz Group? “Jack, our financial advisor, keeps telling ...
Authenticity – the key to successful financial management The Montrealer March 3, 2007 4812 We’re flooded daily with information on investing. You hear it on the radio, see it on TV, in newspapers, the Internet, billboards, signs, painted vehicles, junk mail, handouts, even our own clothes! Someone’s ...
Cost of Living – UP…..Everything else – not so much The Montrealer January 3, 2007 4113 Managing Your Money Q: It seems as if our cost of living is up, but not our incomes. Our monthly expenses are getting higher and we’re having to dip into savings to cover them. What are the best strategies...
Margaret closes out the year by making a home down payment loan to her daughter – without denting her portfolio The Montrealer December 11, 2006 4715 Margaret’s cell phone rings. It’s her daughter. She has a request. She’s finally made the decision to buy a home and needs $50,000 to help with the down-payment. Her friend Paul’s curious. How will Margaret han...
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