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Bongard Wealth Advisory's November Market Commentary...
This article explains some information on CPP benefits, the pros and cons of taking the pension early or late and some information on the CPP enhancements starting in 2019....
Small business owners often struggle to allocate enough time towards careful financial planning and research, which can lead to missed tax savings opportunities and inefficient transition preparation. Here, I outline a few financial drawbacks that sm...
Here is a quick guide to managing life's financial uncertainties; whether it be sudden job loss, job transition, retirement and so on, this guide will help you to evaluate your current financial situation and plan for the future....
Remember that your tax refund is a portion of your hard earned income that you have lent to the Canadian government for 12-months, free of interest. When you attach this context back onto your tax refund, you might rethink how you choose to spend it....
A loss of mental capacity can occur suddenly and unexpectedly, so it is important to make arrangements for a Power of Attorney while you have your health....
The decision of when to take your Canadian Pension Plan is personal and unique to your lifestyle needs, wants and overall health. I want to help you to maximize your CPP and this involves understanding the personal factors that play a role in determi...
Prenups often have an uncomfortable reception. It can feel as though you are betting against your marriage and thus, the question of whether to prenup or not becomes inherently complicated. As an experienced Financial Advisor, I have spoken with many...
A defined contribution plan will have default investment options; however, you may also feel comfortable with risk and take a more proactive role in choosing and managing your investments. As an experienced financial advisor, I can help you make sens...
Staying with one company from your 20s into your 60s was at one point a normal career path. However, on average Canadians will work for four or five companies throughout their career, and this number is larger for millennials....
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