Finances

Are Your Parent’s Finances in Order?

August 25, 2011 Finances
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By Heather Compton The Slow Slide The slow slide begins; I’m seeing it in my own life and I don’t like it one bit. I now have to ask my adult sons to open the pickle jar and thread the sewing machine, I prefer that they drive if we are out together in the evening; […]

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The Triple Filter Test For Your Financial Decisions

July 29, 2011 Finances
Financial decisions

Financial Planner, Carl Brodie, explains how you should use a triple filter test when making your financial retirement plans. All decisions should pass the test of truth, goodness and usefulness.

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Finding the Right Financial Advisor

July 18, 2011 Finances
Financial Advisor For Retirement

Tips for finding the right financial advisor who will help you feel more confident about your retirement savings and overall financial outlook. Things to consider include the advisor’s qualifications, fees, minimum account sizes and their ability to explain investments clearly.

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How Diversified is Your Retirement Plan?

June 28, 2011 Finances
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By Carl Brodie Building a Diversified Plan The key to having a well constructed financial strategy has always been diversification. There was a time where having a mix of different investments was considered sufficient to build a long-term sustainable financial plan. The times have changed and with the massive retirement of the baby boomer generation […]

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What My Dad Taught Me About Finances

June 18, 2011 Finances
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By Heather Compton and Dennis Blas It’s Dads’ Turn! It’s Dad’s turn.  I’ve already written about my Mother, a fiscally cautious depression era Scott.  Her cautious influence was counter balanced by the risk taking influence of my Father. Between the two of them I was blessed with a very balanced view of money and its […]

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4 Suggestions for Selling Your Business Before Retirement

May 22, 2011 Finances
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By Anthony Benedict If you own a business, there is a good chance that a great deal of your net worth is tied up in your business. This might be fine while you are younger, but it can become problematic when you start to think about your retirement. It is difficult to predict the future […]

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Mistress of Financial Affairs

May 6, 2011 Finances
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Mistress of Money There is a Mother’s Day gift I wish I had the power to give to all the women I love and even to those women I’ve never met. I would give them the gift of a title and all the qualifications and knowledge to go with it – “mistress of financial affairs”. […]

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Voluntary Simplicity

April 5, 2011 Finances
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By Heather Compton and Dennis Blas Many pundits are writing these days about how they see a major shift in consciousness.  Some see it as a natural extension of the Baby Boom generation aging and confronting their own mortality.  Others believe it’s a shift resulting from the wake-up call of the recession, or a broader […]

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Tax Strategies and Deductions for 55+ Canadians- Part 3

March 22, 2011 Finances
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By Heather Compton and Dennis Blas Welcome back to Part 3 of our tax strategies series. In Part 1 we looked at tax deductions to reduce the income subject to taxation: Part 2 focused on tax credits to reduce the amount of tax paid. In this, our final article in the series we’ll look at […]

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Tax Strategies and Deductions for 55+ Canadians- Part 2

March 22, 2011 Finances
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By Heather Compton and Dennis Blas Welcome back to Part 2 of our tax strategies series. Last time we looked at tax deductions (such as RRSP contributions and Carrying Charges) which allow us to reduce the amount of income that is subject to taxation: this time our focus is tax credits that reduce the amount […]

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