Karen's Investment Insight Newsletter Winter 2025 features articles on: Debunking the RRSP/RRIF Myths; Easing Interest Rates: Great Mortgage Renewal; Equity Market Concentration Perspectives; New Year Financial Reminders; Perspectives on the Value of Advice.
Karen's Investment Insight Newsletter Autumn 2024 features articles on: RESP Withdrawal Questions Answered; Donations & Changes to the Tax Rules; RRIF "In-Kind" Withdrawals; Year-End Housekeeping, Buffett Style.
Karen's Investment Insight Newsletter Summer 2024 features articles on: Timing CPP/QPP Benefits; Increasing Capital Gains Inclusion Rate; Two Graphics: Perspectives on Taxes; Two Ways Insurance Can Help.
Karen's Investment Insight Newsletter Spring 2024 features articles on: FHSA or HBP: Which is Better? Make Investments More Tax Efficient; You Asked: Am I Holding a Bare Trust? Tax Season Again: Reporting Changes.
Karen's Investment Insight Newsletter Winter 2024 features articles on: The TFSA: $1.7M is Within Reach; RRSPs & RRIFs: Taxable Withdrawals; Why Not Check Your Portfolio Less Often? The Value of an Investment Plan.
Karen's Investment Insight Newsletter Autumn 2023 features articles on: The RESP: A Potential Tool for Legacy Planning: Rebalancing Portfolios: Additional Benefits? A Closer Look: Education & Housing Costs; Before Year End: Your Financial Checklist.
Karen's Investment Insight Newsletter Summer 2023 features articles on: the FHSA: Four Key Benefits; Be Aware: The CRA May Be Watching; Combat Fraud: Take Five Tell Two; Planning Ahead: The Sale of Your Home.