What You Do Not Want To Know About Me
Monday, June 17, 2019
Making the most of your pension income tax credit
Say a word for the pension income tax credit. It may pack a comparatively smaller financial punch, but ignore it at your peril. As part of ...
Monday, June 3, 2019
Should I commute my pension?
Defined benefit pension plans make some people very happy – and others just a bit jealous. But they’re not all fun and games. Their recip...
Monday, May 20, 2019
Retiring at a Market Peak – Why it May Not Be as Bad as You Think
In January of 2014, I took on my most ambitious task (never to be repeated) in writing my blog: I decided to write a six-part series titled...
Monday, May 6, 2019
How to Vanquish the Odds and Preserve Family Wealth
There’s a pithy saying that galvanizes wealth management professionals and wealthy families: “From shirtsleeves to shirtsleeves in three ge...
Monday, April 22, 2019
What is your Wealth Advisor Thinking? One Professional Reveals Lessons Learned from her Clients
Getting professional wealth advice – or really any professional advice – can be frustrating. We are asked to open up our lives and disclose...
Monday, April 8, 2019
Confessions of a Tax Season Accountant — 2019 Edition
For the first four years of this blog, I wrote a series titled “Confessions of a Tax Accountant” during income tax season. Those posts woul...
Monday, March 25, 2019
The Top Tax Tips for Students
Many people say their college or university years were the best time of their lives. We leave home for the first time, gain some independen...
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