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This is the time of year when Canadians receive their annual tax refund.
When I discuss debt repayment or saving money in an emergency fund, the comparison is based on low interest rate costs.
Investing in RRSPs is important. It is especially important when employer pension plans are declining.
As the income tax deadline gets closer, it is time to gather your papers and prepare to file your personal tax return.
Be mindful that the deadline for your 2011 tax return is April 30.
During a marriage breakdown, a couple will decide to co-operate to minimize the joint tax bill, or not.
I was part of the audience recently when Dan Buettner came to Kelowna as a guest of UBC in the Distinguished Speaker Series.
Year-end investment decisions can result in substantial tax savings.
In retirement you need sustainable income that will last for your life and the life of your spouse.
Are you concerned you may outlive your money? Some people fear outliving their assets more than they fear their own death.
Most Canadians say being debt free is a top objective.
Roller coaster market ride conditions still prevalent.
When two people enter into a relationship as a couple, responsibilities change.
When it comes to your estate, failing to prepare a will may save you legal fees now, but will ensure your estate pays extra costs after your passing.
The price of homes in Kelowna have increased over the last decade, leaving many people to ask themselves: “How will I ever be able to buy a home when such a large down payment is required?”
Retirement can be more of a transition for many people today. Longer life expectancies may be part of the consideration to stay in the work force.
Most banks and lending institutions offer mortgage insurance.
Do you want your family to be the main beneficiary of your accumulated assets?
Tax efficient investing is minimizing the after-tax return of an investment. Important consideration must be based on the investment choice matched to the client’s suitability.
There is a new investment book worth reading called Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life.