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Monday, December 13, 2021
Get Your Bucket List Done!
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This is my last blog post of 2021 and I wish you and your loved ones a Merry Christmas and/or a Happy Holiday and a Happy New Year. Today I ...
4 comments:
Monday, November 29, 2021
Tax Gain/Loss Selling 2021 Version
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In keeping with my annual tradition, I am today posting a blog on tax-loss selling, except this year, I changed the title to tax gain/loss ...
7 comments:
Monday, November 15, 2021
Some People are so Poor, all they have is Money
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The quote “Some people are so poor, all they have is money” has been attributed to Patrick Meagher (a Canadian journalist and author), Bob ...
Monday, November 1, 2021
Gifting or Loaning Money to your Children to buy a Home
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Last week, CIBC Economics released a report titled “Gifting for a down payment -perspective” by its Deputy Chief Economist, Benjamin Tal. ...
6 comments:
Monday, October 18, 2021
Considerations in selecting an executor and accepting the executor appointment!
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Last week, Rob Carrick the personal finance columnist for The Globe and Mail, in his Carrick on Money Newsletter (the newsletter is general...
4 comments:
Monday, October 4, 2021
The Implications of Receiving an Inheritance
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There is a large wealth transfer occurring in Canada, with estimates as high as $750 billion dollars. While I have written on issues and ...
Monday, September 20, 2021
The Basics and Uses of Term and Permanent Life Insurance
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I am back after a summer of R&R, which proved more golf does not mean you will play better golf. 😊 I hope everyone had a good summer a...
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