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New Financial Planning Data for 2016
A new year means new limits and data. Here’s a list of new financial planning data for 2016 (In case you want to compare this to past years, I’ve included old data as well). Pension and RRSP...
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5 tips for handling an inheritance the right way
Today, the bulk of financial assets are in the hands of the aging baby boomers. Over the next 10 to 20 years, the aging phenomenon will have a massive impact on inheritance planning. Here are some tips...
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Are you prepared for health care expenses in retirement?
Retirement is the beginning of a new and exciting phase in our lives. Since this is a time of great change, it can be challenging at the outset to estimate our spending needs. In the past, retirement...
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5 Signs you’re on track to achieve financial success
“You do not determine your success by comparing yourself to others. You determine your success by comparing your accomplishments to your capabilities.” – Zig Ziglar One thing I’ve noticed during...
View ArticleHow to Avoid Behavioural Biases That Impact You and Your Advisor
Both investors and their advisors make common invesment mistakes that negatively impact investing outcomes. You or your advisor may be subject to behavioural biases that you should aim to identify and...
View ArticleThe tools of financial planning
Financial planning is a daunting task because it’s BIG and IMPORTANT. In yesterday’s post on Retire Happy Blog, I used a map as a metaphor for financial planning. The analogy I used is that the...
View ArticleWhat’s your findependence day?
In over two decades of working with people and their money, it’s become clear that the average person generally does precisely the worst thing at the worst time. As a result, most of us fall short of...
View ArticleSetting students up for financial success
The fall season is certainly well known for getting back to school so it’s also an opportune time to talk about finances for post-secondary students. Here’s a segment I did recently on Alberta...
View ArticleWhy own your home when you can Rent?
“A good home must be made not bought.” – Joyce Maynard We live in a society that places a great deal of importance on home ownership. Owning a home is often seen as a hallmark of success; the mark of a...
View ArticleTry not to let capital gains tax prevent selling an investment
I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental property...
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