Latest Articles

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  Women and Finances Revisited

  Women typically earn less than male counterparts for similar positions, often spend a number of years out of the work force to have and raise children and women also have longer lifespans than men on average; so how do women save enough money to have a comfortable retirement?
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  The New Pension

  When you change jobs, you sometimes have the option of transferring your pension plan to another financial institution, into a ‘locked’ in registered plan. This ‘locked in’ plan has to operate under the same rules as your original pension plan and you cannot begin to make withdrawals until your pension plan would allow payments to begin.
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  Tax Planning

  Readying all of your tax slips and filing your annual tax return can occupy a fair bit of time during March and April. Note that doing such is not considered tax planning; consideration for tax planning should be done all year.

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  Volatile Markets

  February and March have given us all a reminder of volatile markets. It is not sustainable for markets to just keep going up, and, although it may not seem like it at the time, corrections are healthy.