What You Do Not Want To Know About Me
Monday, February 10, 2020
Why Can’t People Get Their Financial Affairs in Order?
Over the last year I have met several potential client's for BDO’s Wealth Advisory Services (from both inside and outside BDO). In two ...
Monday, January 27, 2020
My child is engaged. Do I pay for the wedding?
Late last year my colleague Carmen McHale popped by The Blunt Bean Counter to answer a question we hear a lot: Should I pay for my child’s ...
Monday, January 13, 2020
My latest podcast interview – The Rational Reminder Podcast
I was recently interviewed by Ben Felix and Cameron Passmore, portfolio managers at PWL Capital, for their Rational Reminder Podcast. I tha...
Monday, December 23, 2019
2019 Year-End Financial Clean-Up
This is my last post for 2019 and I wish you and your family a Merry Christmas or Happy Holidays and a Happy New Year. As in many prior...
Monday, December 9, 2019
Navigating the Sibling Estate Fight – Plus a Book Giveaway
I recently read the book “Bobby Gets Bubkes: Navigating the Sibling Estate Fight” (bubkes is Yiddish, meaning nothing, nada, zip, zilch), b...
Monday, November 25, 2019
Do You Have To File Taxes for Someone Who Died?
Thinking about taxes on a yearly basis is not fun. When dealing with the death of a loved one, it can make a challenging situation even mor...
Monday, November 11, 2019
The ins and outs of Registered Retirement Income Funds
The RRIF (Registered Retirement Income Fund) occupies an odd space for most Canadians. Everyone has heard of them – hands down, they are th...
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