The A to Zs of DAFs: Your Charitable Bank Account Linda Argalgi CPA, Philanthropic Advisor January 24, 2024 682 In the realm of benevolence, where compassion meets financial foresight, the Donor Advised Fund (“DAF”) has emerged as a catalyst for impactful giving. A DAF is not just a gift planning tool. It is the key to u...
High-Interest Savings Accounts – they’re not all created equal Lynn MacNeil December 17, 2023 1725 Managing Your Money I recently had an interesting banking experience that I wanted to share, hoping it would save you from making the same assumption I did. At my bank, I had some money in a savings account t...
Money & Menopause Lynn MacNeil November 28, 2023 1207 Managing Your Money I’m sure with a heading like that, I have just lost many of the potential male readers and maybe gained some new female readers. Either way, I’m sure some will simply be curious to see how ...
Reality Check: Interest Rates and Mortgage Renewals Lynn MacNeil October 8, 2023 1552 Managing Your Money I was at a wedding recently and all the talk at the table was about interest rates and mortgage renewals. It’s scary to think that only about a third of mortgage holders have actually been ...
Covid, Inflation, Interest Rates…What’s happening with Real Estate? Lynn MacNeil September 14, 2023 1503 Managing Your Money Whether you’re a homeowner, a landlord, or a real estate investor, you’ve watched as tides have shifted in real estate. As a “hard asset” often referred to as “bricks and mortar”, real esta...
Identity Theft: Prevention & Preparedness Lynn MacNeil August 12, 2023 1695 Managing Your Money Identity theft and fraud have been steadily on the rise in Canada. I’ve written a previous article on ways to prevent identity theft and protect yourself from cybercrime. However, in ou...
Money Mindset: Abundance & Scarcity Lynn MacNeil July 13, 2023 1587 Managing Your Money We attract and repel things based on our mindset and the attitudes we project out into the world. A complainer will always attract more things to complain about. Someone who practices grati...
Marriage & Money: Creating Financial Harmony Lynn MacNeil June 15, 2023 1252 Managing Your Money Love is in the air! As wedding season heads into full swing, brides and grooms excitedly – and maybe nervously – prepare to tie the knot, committing to spend the rest of their lives tog...
Don’t wait until it’s too late to start tax planning! Lynn MacNeil May 20, 2023 2101 Managing Your Money Four months are already gone…the clock is ticking. This is the time of year when many people are kicking themselves for not having looked at their tax planning early last year. If your acc...
The Newest ‘Tax-Free Saving Account’ – How young adults (and even their parents) can take advantage Lynn MacNeil April 14, 2023 1426 Managing Your Money Many Canadians are anxiously awaiting the availability of the newest ‘Tax-Free Saving Account’, slated to be available in the coming months. The First-Home Savings Account (FHSA) was first ...
