You can’t take your money with you when you die. So here’s why knowing about a special type of beneficiary – called a successor holder – can make it easier for you to pass on your TFSA. Know What You Should Do With Your TFSA Before You Die If you’re like most people, you like…
UNDERSTANDING HOW YOUR MONEY IS INVESTED IS HALF THE BATTLE One of the most common questions I hear in my job is ‘what type of account should I be saving in?’ If you are just getting started with investing, then you may have heard about RRSP’s and TFSA’s but not really know the difference between…
DON’T LET MONEY KEEP YOU LOCKED BEHIND CLOSED DOORS. Finance has consumed Joe’s (changed name) entire life and now he says that he doesn’t care if he’s retirement poor. Who is Joe? Joe is a guy we met last week at the gym while babysitting his grandson. The gym has become a hub for…
THREE M’S THAT CAN CHANGE THE WAY YOU LOOK AT YOUR MONEY FOREVER. Budget your money, Budget your money, Save, Save, Save we are told, but that’s only a portion of the solution to what so many people are feeling when it comes to feeling the financial crunch. Financial affairs should always be part…
KNOW WHAT YOU WANT NOW SO YOU CAN PLAN FOR THE FUTURE Reaching financial independence, the point where your investments cover your lifestyle and then some, is the ultimate goal if you want to retire comfortably. And in a perfect world, you would like that to happen sooner rather than later. I have…
MOTIVATE YOUR FINANCIAL VENTURES BY MOVING FORWARD Simple living doesn’t mean that you can’t enjoy all the frosting that life has to offer in order to live a better today for an amazing tomorrow. You can! Just about everything we do today will in part affect the outcome of our financial future and some…
