Winter is ending.
And next year might be worse.
As your clients live longer, help them adjust their retirement goals and plans to account for extra costs.
Investors get more choice, and small business gets funding, a report argues.
The options for dealing with excess TFSA amounts.
One third of Canadians who expect to receive a tax refund after making an RRSP contribution will save or invest the money.
RRSP contribution levels among Canadians have remained steady from last year.
Turns out, the TFSA is worth about the same as giving us a break on apples and bananas for one year.
The best strategy is not the one that provides the highest income or the lowest tax bill, it is the one that the client understands, is willing to implement and achieves his or her income needs.
At this time of year, most advisors get asked if it is better to invest in a TFSA or an RRSP. I was asked that exact question at a recent speed networking event. I had just introduced myself as a financial planner to a man in his mid-40s and before I could ask him what […]