The right portfolio is like finding the right pet Lynn MacNeil September 26, 2022 174 Managing Your Money Over the past few months, we have been fielding an unusually high volume of calls from readers who are unhappy and stressed about their current investments. Most of them are looking for a s...
COVID–19 Retirements: Is it time to retire? Can I afford to retire? Lynn MacNeil February 15, 2021 756 Managing Your Money During the past few months, I have had an unusual number of clients ask me about retiring. Not in terms of retirement planning, but as in… retiring, now! ASAP! This is probably not too s...
Investing 101 – The Home – The Floor Plan – The Furniture Lynn MacNeil October 25, 2020 876 Managing Your Money In the financial industry we use many acronyms such as RRSP, RRIF, LIRA and TFSA to name a few. Most people know that these are financial terms, but not everyone knows what exactly they s...
A combined passion leads to success in helping others Peter Kerr September 19, 2020 1711 While they didn’t know each other as teenagers, Lynn MacNeil and Fadi Ephtimios had a similar curiosity and interest in money at a young age. Years before they met in wealth management, Lynn and Fadi were both ...
COVID-19 – Worldwide Pandemic! Economic Crisis! Hmmm…Why not buy a boat? RV? Lynn MacNeil August 11, 2020 1287 Managing Your Money After what was one of the worst stock market crashes in history, we’ve now seen one of the most amazing recoveries, with the US and Canadian markets down only -3.1% and -7.5% respectively...
RRSPs: Unusual strategies & uncommonly known rules Lynn MacNeil February 23, 2020 1728 Managing Your Money RRSPs, also known as Registered Retirement Savings Plans, are the Canadian government’s way of encouraging us to create our own pension plans. They can be controversial for those who worr...
Recession concerns among top fears of 2020 – How to Prepare Lynn MacNeil February 8, 2020 1545 Managing Your Money Over the holidays I noticed a reoccurring theme of recession fears. At social events with friends and family it would always come up in at least one conversation. From a cousin hesitant...
“Cutting the lemons”, “Dumping the dogs” – using tax loss selling to reduce your taxes Lynn MacNeil February 1, 2020 1447 Managing Your Money Not every investment is going to be a winner. Buying stocks that go down in value is simply part of investing. While it usually makes sense to stick to the old adage “buy low, sell high”,...
“How do I compare financially?” Assessing how your savings compare with others Lynn MacNeil November 25, 2019 1734 Managing Your Money “How do I compare with others?” This is a question that I often get asked by clients who want to know how they compare financially to others their age. It’s a difficult question to answer...
Genuine curiosity is the key to feeling understood Lynn MacNeil October 19, 2019 3080 Managing Your Money Curiosity is the foundation of understanding. And this is especially true in relationships, both personal and professional. In a professional relationship, be it with your doctor, lawyer,...
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