Posts tagged as:
financial planning
Research And Discussion On Retirement Planning for Canadian Baby Boomers Turning 65 Beginning 2011
Research And Discussion On Retirement Planning for Canadian Baby Boomers Turning 65 Beginning 2011
Tweet Interviews Starting January 2011 the first of Canada’s boomers will start to turn 65, approximately 344,000 of them. According to a Harris/Decima poll (on behalf on Investors Group) which was conducted online within Canada between October 28 and November 9, 2010 among 2,031 adults (aged 18 and over), 61% of respondents say they look forward to [...]
Dealing With The $1.41 Trillion Burden Of Household Debt On Canadians
Dealing With The $1.41 Trillion Burden Of Household Debt On Canadians
Tweet Analysis / Insights The following is an article directed by Rock Lefebvre, a Fellow Certified General Accountant (FCGA) and Vice-President of Research and Standards at CGA-Canada. He is the co-author of Where Is the Money Now: The State of Canadian Household Debt as Conditions for Economic Recovery Emerge, the third study conducted by CGA-Canada on household debt. The [...]
[Book Giveaway] The Complete Eldercare Planner by Joy Loverde
[Book Giveaway] The Complete Eldercare Planner by Joy Loverde
Tweet Random Update: Contest now closed. The winner is Vangroovyboy As a thank you to all our readers and a follow-up to our ‘Avoiding Caregiver’s Stress: A Health and Financial Checklist‘ post, we are giving away 1 free copy of a book that provides the latest information on everything from financing a longer life to in-home assisted-living [...]
Avoiding Caregiver’s Stress: A Health and Financial Checklist
Avoiding Caregiver’s Stress: A Health and Financial Checklist
Tweet Personal Finance Jane Olshewski, BA, TEP is the Manager of Financial Life Planning at Investors Group in Winnipeg, specializing in retirement planning and boomer issues. She has many years of experience in pension administration and holds the Certified Senior Advisor (CSA) designation. There comes a point in time when the tables eventually turn and children find themselves [...]
How To Overcome Emotions and Control Behavioral Risk In Investing
How To Overcome Emotions and Control Behavioral Risk In Investing
Tweet Personal Finance After graduating from the University of Victoria with his B.A., Brad traveled throughout Asia and settled in Taiwan in order to study Chinese at the National Sun-Yat Sen University. After returning from abroad Brad got his full life license in the summer of 2004 and his mutual fund license in early 2005. After two additional [...]
How To Minimize Your Estate Distribution Costs
How To Minimize Your Estate Distribution Costs
Tweet Personal Finance Most people are unaware of what can be done to minimize taxes and fees payable at death. First, let’s review how the value of your estate may be reduced before it is distributed to your beneficiaries. Income Taxes At death, the Canada Revenue Agency (CRA) requires a terminal income tax filing. All income received by [...]
Comparing RRSPs and TFSAs With Debbie Ammeter of Investors Group
