What can we learn from where the wealthy are investing their money? Is real estate really the way to go? Lynn MacNeil May 12, 2016 8778 Managing Your Money Investors these days are wondering where to turn, not only to protect their nest egg, but to achieve returns that are above 1-2%. Looking at where the wealthy are currently investing the...
Actively Managing Investment Risk Lynn MacNeil September 16, 2015 6093 This month we have a look at Asset Allocation – and how to make it work for you If you have been investing for a while, you’ve probably heard the term asset allocation. It’s considered to be one of the most im...
TFSA Limit Increased to $10,000 – Does anyone really care? Lynn MacNeil July 31, 2015 6541 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 6367 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...
Inheritance: The Double Edged Sword Lynn MacNeil June 6, 2015 6572 There is an enormous amount of wealth that will be passed down to the next generations over the coming two decades. Current estimates put it over a trillion dollars! This massive amount of wealth brings with it...
Christmas cash for kids & grandkids – yes or no? Lynn MacNeil December 24, 2014 6565 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 tangible benefits of financial advice Lynn MacNeil July 16, 2013 4473 Q: I have an RRSP and a TFSA as well as other savings. I usually go to the bank when I have extra money and deposit it into one of those accounts. I don’t have a financial plan or a real advisor, but I feel ...