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Tom Drake

Three examples where pension splitting makes sense - 0 views

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    Sometimes rules can be confusing so I thought I would share a few examples of real life people who were able to take advantage of pension splitting.
Tom Drake

Should You Pay Off Your Mortgage Early? - 0 views

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    Should you pay off your mortgage early? No need to make monthly a mortgage payment, but it might not be an efficient way to put your money to work for you.
Assaf K

Understanding Pension Splitting Rules - 0 views

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    Pension splitting is a powerful tax strategy that allows Canadians to give up to 50% of their eligible pension income to their spouse for tax purposes.
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    Pension splitting is a powerful tax strategy that allows Canadians to give up to 50% of their eligible pension income to their spouse for tax purposes.
Assaf K

Are You Planning for Your Retirement Lifestyle? - 0 views

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    Determining how you want to live in retirement is important, since your retirement lifestyle preferences will impact how much money you need.
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    Determining how you want to live in retirement is important, since your retirement lifestyle preferences will impact how much money you need.
Miranda Marquit

Keep Your Taxes Organized Year Round - 0 views

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    Now that tax season is over, it's time to get a jump on next year's taxes. One of the reasons that tax season is so stressful is that many people end up leaving their documents organized all year. 
Assaf K

Investing In The Future Of Wind Energy - 0 views

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    There are always new and exciting things happening in research and development in wind energy. This brief overview shows that entrepreneurs are already investing in the latest technologies.
Tom Drake

Having Money Doesn't Mean You Know Money Management - 0 views

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    Many think having more money means the rules of money management don't apply. Money management requires you to understand something could change and be prepared.
Tom Drake

Charitable Giving Using Life Insurance - 0 views

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    When using life insurance for charitable giving, it is important to consider different strategies and the different tax benefits.
Tom Drake

What should you do with your tax refund? - 0 views

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    Every year, Canadians need to decided what yo do with their tax refund. Most spend it but this may be a good time to do something fiscally responsible.
Tom Drake

RRSP Season is All Year Long - 0 views

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    As we pass the end of the RRSP season, consider making your contributions on a monthly basis and avoid the mad, year-end rush.
My University Money

Claiming a Business Loss - Losing Money Never Felt So Good - My University Money - 0 views

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    So a couple weeks ago I sat down to get our tax situation figured out for 2011. We decided to go with a chartered account to file all of the paperwork for us.
Assaf K

How to minimize tax on the estate - 0 views

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    There are a number of ways to minimize tax on the estate despite the constant fear of paying too much tax.
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    There are a number of ways to minimize tax on the estate despite the constant fear of paying too much tax.
Assaf K

How Does Pension Income Splitting Work? - 0 views

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    You can split pension income so that some of the income goes to your spouse in a lower tax rate. Pension income splitting can mean a lower household tax bill.
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    You can split pension income so that some of the income goes to your spouse in a lower tax rate. Pension income splitting can mean a lower household tax bill.
Assaf K

Top Tips for Sticking to a Budget - 0 views

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    Creating a budget is fairly easy. You create a plan that allows you to live within your means, what's hard is actually sticking to the budget you create.
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    Creating a budget is fairly easy. You create a plan that allows you to live within your means, what's hard is actually sticking to the budget you create.
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    Creating a budget is fairly easy. You create a plan that allows you to live within your means, what's hard is actually sticking to the budget you create.
Assaf K

Interview with Jessica Swift - 0 views

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    Jessica Swift loves bright colors, patterns, and putting her work on everything! She shared some great inspiration today to show you how to meet your big goals.
Tom Drake

Traveling in Retirement - 0 views

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    Ask people what they plan to do in retirement and the number one response is typically more traveling in retirement.
Tom Drake

Jim Yih - My Five Cents - 0 views

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    For those of you who don't know Jim Yih, his primary work is putting financial education programs in the workplace. Companies large and small hire Jim to teach their employees about retirement, money, investing and other facets of personal finance.
Robb Engen

Will Being Generous Help Your Finances? - 0 views

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    Before you dismiss the idea of giving your money away, here are some good effects that generosity can have on your finances.
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    Before you dismiss the idea of giving your money away, here are some good effects that generosity can have on your finances.
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    Before you dismiss the idea of giving your money away, here are some good effects that generosity can have on your finances.
Assaf K

Can You Build an Entire Portfolio Using ETFs? - 0 views

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    ETFs are constructed like funds in that they contain a collection of investments, but they trade like stocks. Can you build a portfolio using ETFs?
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    ETFs are constructed like funds in that they contain a collection of investments, but they trade like stocks. Can you build a portfolio using ETFs?
Tom Drake

Trust reduces income tax - 0 views

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    A Trust reduces income tax but can also mean more in legal and accounting fees. A trust can save your beneficiary income tax after your death.
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