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Financial Planning

Can my stepmother change my father’s will?

What to know about wills, elderly parents and blended families

Can my stepmother change my father’s will?

TFSAs

A small TFSA with way too many funds

Getting started is bewildering. Master some simple steps

A small TFSA with way too many funds
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Columns

What’s tax deductible and what’s not

Planning fees and investing fees are not the same thing. Except sometimes...

What’s tax deductible and what’s not

Taxes

How you’re taxed when selling a business to family

Selling a franchise location to a family member can get complicated

How you’re taxed when selling a business to family

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Financial Planning

How to write a will that’s actually fair

Who gets what is more complicated than many of us realize

How to write a will that’s actually fair

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How to prioritize your financial goals

Articulate where you want to be in the near, medium and long-term; only then can you establish financial milestones...

How to prioritize your financial goals
tax man is watching you

News

Changes to passive income rules for small biz could net $6 billion

Here's some details from the Parliamentary Budget Office

Changes to passive income rules for small biz could net $6 billion
rrsp withdrawals

Taxes

What you need to know about tax-loss selling to offset stock gains

The big thing? It could lower your taxes substantially

What you need to know about tax-loss selling to offset stock gains

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RESPs

How, when and why to save using RESPs

Whether you take the slow and steady approach or go for a lump sum, everyone’s a winner with RESPs

How, when and why to save using RESPs

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