TFSA Limit Increased to $10,000 – Does anyone really care? Lynn MacNeil July 31, 2015 6232 Managing Your Money For 2015, the government almost doubled the TFSA contribution limit. This is great news for the small percentage of people who are actually maximizing their TFSA, but somewhat meaningless f...
Gifting to young couples: Diamonds may be forever, but love may not be Lynn MacNeil July 5, 2015 6071 As we head into the busy season of house buying, weddings, and new beginnings, many parents and grandparents may be considering giving large financial gifts to young couples in love. These generous gifts are of...
I hope it never happens to you…but what if it does? Lynn MacNeil April 3, 2015 6358 As a financial planner I've been noticing a big gap in the often overlooked area of Living Benefits. Most people think about their RRSPs, their mortgages, even life insurance. But too many people are forgetting...
New Year – New Resolutions: Avoid Money Stress Whatever Your Age Lynn MacNeil January 28, 2015 6569 Managing Your Money The six age groups of financial planning With the New Year there often comes new resolutions. If spending less time worrying about money is on your list, then here are some tips that w...
Christmas cash for kids & grandkids – yes or no? Lynn MacNeil December 24, 2014 6354 Giving your kids or grandkids the gift of cash at Christmas is a good thing, isn’t it? Well, yes and no. Yes, financial gifts are always appreciated. But no, because cash is the gift that doesn’t keep on giving...
The History and Myths of Retirement Lynn MacNeil November 19, 2014 5281 Call now, to receive your free copy of our: Retirement Readiness Quiz – How ready to retire are you? CALL: 514-693-3317 (24 hrs) **Limited Quantities What is retirement? The word retirement con...
Avoid getting a TFSA tax hit Lynn MacNeil October 28, 2014 5150 Since their introduction by the federal government in 2009, Tax-Free Savings Accounts (TFSAs) have become a favorite savings option for many Canadians – and with good reason: TFSAs provide tax-free savings grow...
To hide or not to hide assets? linda.hammerschmid July 21, 2014 7619 Dear Readers: That is the question divorce attorneys are often asked either by the party looking to escape paying or by the other party hoping to collect payments wanting to know where to look for them. O...
Planning for “The Plan” The Montrealer September 20, 2011 5395 Q: I have been saving & investing for years. I have an investment advisor, an accountant, and an insurance agent. But up until now, I don’t have a financial plan. I never really thought much about it, but rece...
The best way to “play it safe” The Montrealer August 24, 2011 5096 Q: I’m trying hard to be disciplined and build my savings, but I’m feeling insecure with the fluctuations in my investments over the past few years. I’m considering moving most of my investments to GICs & b...
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