by Rona Birenbaum BAS CFP®, CHFS | Nov 4, 2019 | All About Investing, Estate Matters, Retirement
If you are close to retirement or are currently retired, you may have heard about the 4% rule. It was designed to help retirees determine how much of their portfolio they should withdraw in the first year of retirement (indexed to inflation in future years) to...
by Rachel van der Toorn | Oct 23, 2019 | All About Investing, Risk Management
This Halloween season we are diving into the minds of well-known television characters to tackle common financial topics. Let’s start with Mr. Krabs, Spongebob’s boss. Krabs is a busy guy. He spends most of his time running his successful business, the Krusty Krab....
by Rona Birenbaum BAS CFP®, CHFS | Oct 11, 2019 | All About Investing, Risk Management
1. TFSA It’s in the name! Tax. Free. Savings. A TFSA is a great tool to save for both short- and long-term goals and is not to be underestimated. Interest, capital gains, dividend income, and withdrawals are all tax-free. The bonus is that withdrawals from the...
by Morgan Ulmer CFP® | Oct 7, 2019 | All About Investing
Investing doesn’t need to be glamourous to work! Check out this two minute video to learn how you can make money even when markets are in decline. Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of...
by Rona Birenbaum BAS CFP®, CHFS | Oct 1, 2019 | All About Investing, Musings, We Think You Might Enjoy...
CPP issues, the immutable truths of finance, a cool new AI tool, the best books of the 21st century, and how to get financial superpowers. This week’s Fresh Finds. CPP is great in a lot of ways, but the survivors’ benefit isn’t one of them. Here’s what you need to...
by Morgan Ulmer CFP® | Aug 8, 2019 | All About Investing, All About Tax
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...