New Year’s Resolutions – your everyday decisions are far more important! Lynn MacNeil January 31, 2017 4004 Managing Your Money Inevitably, the New Year arrives and we make resolutions or commitments to do something differently, to change for the better, to take control of something. "I will lose weight/get heal...
Making a List! But are you checking it twice??? Lynn MacNeil December 18, 2016 4821 Managing Your Money The holiday countdown is on. You’ve surely made a list, but have you checked it twice? Trying to find the "perfect gift" for those on your list can add up, and up, and up, until you've ...
Transitioning financial management: taking the financial reins away from a partner who is failing Lynn MacNeil November 9, 2016 4277 Managing Your Money We recently lived through this with my father. My dad, a highly educated and intelligent man, who was organized, on top of everything, and never missed a birthday or bill payment, was bei...
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 8081 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 5750 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 6253 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 6088 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 6271 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 6368 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 4287 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 ...
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