Welcome to 2023! – Start it off Right Lynn MacNeil January 20, 2023 289 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 277 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 334 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 720 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 542 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 1012 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 786 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 1801 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...
Government incentives could propel us all to do the Right Things linda.hammerschmid February 21, 2020 1624 Ask the Hammer Sure we already get to deduct contributions to RRSPs, and those who pay spousal support, that ded...
“Cutting the lemons”, “Dumping the dogs” – using tax loss selling to reduce your taxes Lynn MacNeil February 1, 2020 1520 Managing Your Money Not every investment is going to be a winner. Buying stocks that go down in value is simply part of investing. While it usually makes sense to stick to the old adage “buy low, sell high”,...
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