From the category archives:

Finances

How Safe Are Your Parents from Elder Financial Abuse?

May 15, 2012 Finances
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Elder or senior financial abuse is unfortunately common and anyone can fall for it. Are you aware of the latest scams you need to protect yourself and parents from? Learn how to safeguard your parents’ and your own investments. It’s not just strangers who abuse seniors, family members and trusted helpers can use their connection to unduly influence financial decisions.

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Successful Investing Starts with the A,B,Cs

March 13, 2012 Finances
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By Heather Compton Successful Investing – Begin at the Beginning Particularly at this time of year as investors are wondering how to invest recent RRSP contributions I am asked for suggestions.  Some are certain there is a “magic bean” that will revive portfolios that have lagged their expectations. When I, in turn, ask some basic [...]

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Do You Qualify for the Disablity Tax Credit?

February 27, 2012 Finances
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The Disability Tax Credit is often overlooked and not claimed by individuals who could save over $1,000 if eligible. Find out who qualifies for the disability tax credit and how to claim the credit. If you have issues in two or more areas then the cumulative total of your smaller challenges may actually add up to a disability as defined by Canada Revenue Agency.

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New Year, New Financial Resolutions

January 31, 2012 Finances
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By Heather Compton New Year…New Resolve Presents are opened, holiday traditions honoured and the cookies devoured. Once again we find ourselves at the end of another holiday season, and turning our attention to the future and our intentions for a bright and prosperous new year. Every year millions of us put pen to paper writing [...]

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Making the Most Out of Your Charitable Giving

November 25, 2011 Finances
Charitable Giving

By Heather Compton November is a great month to talk about charitable giving as November 15 marked National Philanthropy Day across Canada and around the globe. It’s a day designed to recognize the work of charities, volunteers and philanthropists and to pay tribute to the donations of time, talent and treasure that make our world [...]

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Budgeting for Activities

October 28, 2011 Finances
Budgeting for Activities

By Heather Compton Peel Off A “Ritchie Unit” A “Ritchie unit” is a term my husband Dennis uses to refer to a one thousand dollar expenditure.  He’s dating himself as it’s a reference to a comic book character popular in the 60s.  How many of you remember Ritchie Rich – “the poor little rich boy”? [...]

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RESPs: The Gift of Education

September 26, 2011 Finances
RESPs for Grandchildren

By Heather Compton RESPs: A Lasting Legacy What grandparent wouldn’t wish that all the gifts they gave their grandchildren would truly benefit them for a lifetime instead of just limping through this season and then collecting dust in some back closet? Wouldn’t it just add icing to the cake to know that for every dollar [...]

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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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