“Cutting the lemons”, “Dumping the dogs” – using tax loss selling to reduce your taxes Lynn MacNeil February 1, 2020 2072 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 2343 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 3917 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,...
Secured returns that AREN’T “too good to be true” Lynn MacNeil August 23, 2019 2648 Managing Your Money Fall presentation: Trends in Downsizing, Senior Living, and Home Care Contact Tania at [email protected] or 514-981-5795 to receive an invitation Today’s economic enviro...
Home is where the heart is – Retirement Living Lynn MacNeil July 12, 2019 1907 Managing Your Money Retirement Living Special Event: Navigating Life Transitions - Trends in Downsizing, Senior Living, and Home Care Contact Tania for more info: 514-981-5795 There comes a time ...
Teens & Money: The benefits of a summer job experience Lynn MacNeil June 20, 2019 1642 Managing Your Money Snowbirds are back. Winter coats are put away. After a long tough Canadian winter, summer is finally in sight. As my children wrap up their last few weeks of school and start preparation ...
The Story of: How a family came together and created a lasting family legacy. Lynn MacNeil May 20, 2019 1735 Managing Your Money It started out as a discussion around financial goals and concerns and spring boarded into the creation of a lasting family legacy. Allan and May Hudson, (*names and details have been cha...
Suddenly Single: The Financial Challenges of going from ‘two to one’ Lynn MacNeil April 27, 2019 2987 Managing Your Money According to the Holmes and Rahe Stress Scale one of the most stressful events to occur in a person’s life, after the death of a spouse, is divorce – both these events leaving an individu...
Redefining “Cheap”: How to embrace Frugality Lynn MacNeil February 19, 2019 7573 Managing Your Money I was recently chatting with a client when she referred to herself, sheepishly, as “cheap”. Now to put this in context, she has been a client for over twenty years, so I know her quite we...
5 Strategies to Beat Stock Market Stress Lynn MacNeil January 26, 2019 3243 Managing Your Money To receive a copy of SPECIAL REPORT: Market Outlook 2019 - Punch Bowl Hangover please call or email Anna at 514-981-5796 or [email protected] Happy New Year! Thank good...
