Don’t wait until it’s too late to start tax planning! Lynn MacNeil May 20, 2023 1369 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 677 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 ...
Welcome to 2023! – Start it off Right Lynn MacNeil January 20, 2023 594 Managing Your Money I love the beginning of a new year! I feel like I have a clean slate to set new goals and leave behind what I don’t want to carry forward. Undoubtedly, when most people set goals for the up...
Making a List and Checking it Twice Lynn MacNeil January 13, 2023 606 Managing Your Money ‘Tis the time of year when many people make lists – gift lists, guest lists, New Year’s resolution lists. I’m always encouraging my kids to make lists. I love lists! To-do lists. Task lists....
Charitable Remainder Trust, a valuable giving option Kathy Assayag JCF Executive Director December 16, 2022 615 A CRT can enable a donation in the present and also provide an annual income Have you been thinking of making a meaningful donation to a cause close to your heart but wonder if you may need to rely on the inco...
Markets are down – don’t miss these golden opportunities Lynn MacNeil July 10, 2022 1124 Managing Your Money Last month, as I was shopping for outdoor furniture, I came across some chairs that I had fallen in love with last summer. With recent inflation, I was kicking myself for not buying them the...
Make the most of your gift – consider donating marketable securities Kathy Assayag JCF Executive Director June 11, 2022 683 It is rare that our tax laws include rules that we can actually get excited about. The treatment of the donation of Marketable Securities is one such rule. Why Marketable Securities? Generally, when a donor don...
Gifts of insurance benefit charities and are useful for tax and estate planning Kathy Assayag JCF Executive Director March 16, 2022 1271 Each year, millions of Canadians make donations of cash, marketable securities and property to the charities they care about. Many of them are left wishing they could do more. Donating a Life Insurance poli...
Let’s not hobble entrepreneurs just when we need them most Miguel Ouellette: Economist and Director of Operations - Montreal Economic Institute April 13, 2021 908 Many people have a natural tendency to turn to government when a crisis strikes, and the COVID-19 pandemic has certainly been no exception. But while governments have had their role to play, entrepreneurs have ...
RRSPs: Unusual strategies & uncommonly known rules Lynn MacNeil February 23, 2020 1949 Managing Your Money RRSPs, also known as Registered Retirement Savings Plans, are the Canadian government’s way of encouraging us to create our own pension plans. They can be controversial for those who worr...
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