Financial Planning

25 Jan Preparing your clients psychologically for retirement

Posted at 00:00h in Financial Planning, Security

Retirement is a major lifestyle change that may lead to anxiety and other challenges Preparing clients for retirement...

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17 Dec With three decades to go, this frugal B.C. server can ride her TFSA to a solid retirement

Posted at 00:00h in Financial Planning

Her issue — pay off the mortgage or invest in financial assets? At the age of 31, a...

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17 Dec Brad Brain: Using the right tool for the job

Posted at 00:00h in Financial Planning

On the weekend I took advantage of the good weather to get some outside chores done. I...

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15 Dec Avoid These 3 Common Power of Attorney Mistakes

Posted at 00:00h in Financial Planning

  Over my years of experience with a wide range of clients and families, I have observed three...

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24 Nov Working with change, instead of fearing it

Posted at 00:00h in Financial Planning

Non-farm family businesses are in the throes of succession planning too. With the help of Chris Clarke,...

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15 Oct Brad Brain: Financial literacy resources

Posted at 00:00h in Financial Planning

I noticed that there is a bit of a theme that has been running through the articles...

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15 Oct Tax instalments may be more baffling this year

Posted at 00:00h in Financial Planning

By: David Christianson, BA, CFP, R.F.P., TEP, CIM "Dollars and Sense" I became unusually incensed a couple of...

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15 Oct Teacher and single mother can retire at 55 with room to spare, if she plays her cards right

Posted at 00:00h in Financial Planning

Brooke needs to boost investments to save for her son’s education and pay off her mortgage A woman...

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15 Oct Making RRIF withdrawals during the pandemic

Posted at 00:00h in Financial Planning

A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the pandemic...

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