What is in your investment portfolio? Thinking of working in retirement? Find out the survey results: Source: Fidelity Investments 2022
Read More
It’s been a challenging year so far for investors. There hasn’t been just one theme that has contributed to the weak performance to start the year but many. At the…
Part 1 What happens to your assets (estate) if you die without a will in BC? “I know and I will get around to it”. That is a common phrase…
Here is some perspective on the situation in Ukraine and what is happening in the markets. (Do you need a break from it? Scroll down to the P.S.) The invasion…
From the 2021 Fidelity Retirement Report 1,901 Canadians Surveyed Median age 61 48 male/52 female 2 Questions were asked: When are Canadian expecting to retire? What is holding them back from retiring?
It’s the time of year that many of us think about how to contribute more money to support charities that are important to us. In “doing good,” it can also…
I’ve spent the last couple of weeks listening to presentations from TD Asset Management, NEI Investments, Dynamic Funds etc and although there is a lot of consistency about what is…
Welcome to our yearend tax info sheet. Here are changes in numbers and ideas to keep in mind to help with your taxes: PERSONAL INCOME TAX RATES The combined federal…
More than a dozen years ago, when I was in my early 40’s, life was good. We had a young child and we were trying for a second child. I…
Long Term Care and the costs Are you saving enough for retirement? Most of us think (and hope) retirement is full of traveling, hobbies, spending time with family, putting up…