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Financial planning insights and guidance

Give Yourself a (Tax) Break: How Selling Stocks at a Loss Can Save You Money

It’s almost that time of year again. As the holiday season approaches, the time has come to decorate the Christmas tree, light the menorah, invite hoards of family members over, and begin doing all of those special traditions that make the holiday se...

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Downsizing: Should You Own or Rent in Retirement?

When preparing for retirement, there are countless decisions you must make. Among the numerous questions to ask yourself, perhaps one of the most fundamental questions surrounds the future fate of your home. Where are you going to live for your golde...

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Should You Dip Into Your RRSP to Pay Back Debt?

Should you ever withdraw funds early from your RRSP to repay current debts? This article highlights several negative consequences associated with early RRSP withdrawals and outlines the very few, specific scenarios where taking money out of your reti...

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Guide to Registered Disability Savings Plan (RDSP)

The Registered Disability Savings Plan (RDSP) is a savings program created by the Canadian government that is intended to help individuals save for the long term financial security of a person with a disability. Here is an overview of RDSP`s benefits...

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Private Foundations: Philanthropy & Family

You worked hard for your money. When giving it away to support a cause you care deeply about, it makes complete sense why you would be concerned with how exactly it is spent and what impact your donation is making. If you are a wealthy individual tha...

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7 Tips for Family Businesses

Running a successful business is not without its challenges. Throw family into the mix and things have the potential to get even more complicated. While there is no uniform method of running a family business, here is some general advice that will he...

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How the New Passive Income Rule Affects Your Corporation

Recent changes to the Income Tax Act have changed how professional corporations are taxed. This article explores the new passive income rule and what it might mean for your practice....

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Estate Planning for the Surviving Spouse

Estate planning is a foundational component of personal financial planning. A well-prepared estate plan ensures that your assets are allocated according to your wishes and that your family is cared for. Here are some steps you can take that can help...

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Aging & Aging Well: How Apps Can Help

With many people deciding to live at home for longer, it is important to understand the financial and emotional costs associated with aging in place. Further, it is important to take a look at how easy-to-use technology and smartphone apps can help u...

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How Much Money Should I Leave For My Children?

An endless conversation in the world of personal financial planning surrounds the question of how much money you should leave for your children or grandchildren. While some people see great value in keeping family wealth within the family, critics sa...

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