Going Into Q4
Hard to believe it, but we are already entering the last quarter of 2024. The year has been a mixed bag with lots of good news and bad news to report. As I write this, I’m following the Hurricane that rocked the Southeast United States1. I’m also following the ongoing situation in the Middle East. […]
Basics For a Wise Financial Strategy
Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets to properly allocate resources. It’s known as good […]
Your Legacy Plan and Charitable Giving
Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn’t have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually from pensions and […]
