Welcome to 2023! – Start it off Right Lynn MacNeil January 20, 2023 1154 Managing Your Money I love the beginning of a new year! I feel like I have a clean slate to set new goals and leave behind what I don’t want to carry forward. Undoubtedly, when most people set goals for the up...
Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life Peter Kerr December 7, 2022 2304 “We’re getting more calls than usual, and we think it’s probably a result of the current difficulties in the financial markets. It’s understandable that some investors are seeking a second opinion about their p...
The right portfolio is like finding the right pet Lynn MacNeil September 26, 2022 1524 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 1363 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 1472 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 2879 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 1787 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 2385 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 2083 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 2002 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”,...
