Record Stock Market Highs & Income Tax Deadlines
Since November of 2023, Global Stock Markets have been on a fantastic rally1. Obviously, this hasn’t been a straight line up, but there have been a lot more good days than bad days. The US Stock Market has hit numerous new record highs this year2. A number of European Countries have hit new highs and […]
Financial Success Simplified: Introduction
The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the often complex world of managing one’s financial affairs. The first distinction is to realize there are only seven key variables that can be managed in creating your financial future and wealth. These variables are: […]
Planning Ahead Eases Tax Audit Worries
A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did wrong and why the CRA is targeting you. ‘There must be bigger fish to fry,’ you might say to yourself. The first thing you need to do is relax and take a few deep breaths. […]
What’s Your Retirement Planning Mindset?
Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents’ footsteps when it came to saving for the future. As well, some major bumps along the way (a housing crisis, a stock […]
