Decrypting DAFs (Donor Advised Funds) Lizzie Cody, Philanthropic Advisor September 18, 2024 686 Do you discuss philanthropy with your clients? Research shows that advisors who engage in discussions around giving with their clients bolster their business and increase client satisfaction by building a bette...
Spring Clean your Finances! Lynn MacNeil April 11, 2024 959 Managing Your Money Springtime brings out in many people the urge to clean and refresh. The natural world revives and reinvigorates after the colder winter months. It's a season that symbolizes starting fres...
Tax planning…don’t wait until it’s too late! Lynn MacNeil March 11, 2024 1248 Managing Your Money I’m talking about 2024…because unfortunately, it’s already too late for 2023. While 2023 tax preparation may not be underway, any tax planning opportunities for 2023 ended December 31, 2023...
Why Gift Appreciated Marketable Securities? It Just Makes “Cents”! Linda Argalgi CPA, Philanthropic Advisor February 11, 2024 811 Did you know that one of the easiest and most effective assets to donate are appreciated marketable securities (publicly traded stocks, bonds, and mutual funds)? In Canada, when an individual or corporation sel...
Reality Check: Interest Rates and Mortgage Renewals Lynn MacNeil October 8, 2023 1651 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 ...
Don’t wait until it’s too late to start tax planning! Lynn MacNeil May 20, 2023 2146 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 1464 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 1205 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 1152 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 1204 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...
