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Ease the tax burden on you, your family and your business with an estate freeze What is an estate freeze? Though the term may sound sophisticated, an estate freeze is a commonly available technique that is used to defer the tax on the future growth of your assets by passing all future growth to the…
Read MoreBeing sandwiched between Boomers and Millennials, you, as a proud Generation Xer might feel like you are the forgotten generation. Although you may be smaller in numbers than your generational counterparts, that doesn’t mean that you’re not mighty. Currently making up 30.7% of the Canadian labour force,1 Gen X has above average household incomes—on average over…
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POSTED BY PETER WOUTERS Things often go wrong or take an unexpected turn even though you carefully planned what you were going to do. Robert Burns’ famous line basically said that the best laid plans of mice and men often go astray. That extends to intentions of staying on the job or finding paid work later…
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Wouldn’t it make sense to insure your most valuable asset?
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If it’s been a while since you got life insurance, it may no longer be enough
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POSTED BY PETER WOUTERS At the risk of sounding nitpicky, governments don’t pay for anything. Working Canadians do. Taxpayers do. Taxes are directed to certain areas of need. Growing needs and rising costs means that there isn’t enough public money to go around. That reality is hitting retirees and will hit them harder as time goes on.…
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If it’s been a while since you got life insurance, it may no longer be enough
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Life insurance clears the financial path for loved ones to carry on
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How to understand the language of finance like a boss. DOES THIS SOUND FAMILIAR? A colleague is talking to you about the alpha of one of their investments. You nod your head, but your eyes gloss over. The discussion ends and you wonder what you just had a conversation about. Finance-speak can be confusing…
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