top of page
Articles & Updates
Search
Carol Plaisier
Jan 27, 20171 min read
Thoughts and Advice on Retirement Planning in 2017
You may find that your retirement isn’t the carefree life of luxury you envisioned.
18 views0 comments
Carol Plaisier
Jan 6, 20171 min read
Carol Plaisier's Top Tax Tips for Canadians, 2017
If you didn’t make any New Year resolutions regarding money, here are some financial tips for 2017.
16 views0 comments
Carol Plaisier
Dec 19, 20161 min read
Year End Tax Advice! Tax Free Savings Accounts
Year end is already in the not so distant future. Now is the time to review your finances and do some tax planning.
18 views0 comments
Carol Plaisier
Nov 27, 20162 min read
RRSP’s, RRIF’s & TFSA’s
RRSP’s, RRIF’s & TFSA’s
22 views0 comments
Carol Plaisier
Oct 19, 20161 min read
Life Insurance Tax Changes
Life Insurance Tax Changes
20 views0 comments
Carol Plaisier
Oct 5, 20161 min read
Are Insured Annuities Right for Oceanside Residents?
The annuity provides a guaranteed lifetime income stream.
2 views0 comments
Carol Plaisier
Aug 31, 20162 min read
Tax Free Savings Accounts
Tax Free Savings Accounts
19 views0 comments
Carol Plaisier
Mar 31, 20161 min read
The Importance of Naming Beneficiaries
Naming beneficiaries for assets when possible can be very beneficial.
20 views0 comments
Carol Plaisier
Jun 10, 20141 min read
Don’t treat portfolio moves like you would a coin toss
Have you heard the saying ‘Sell in May and go away’? What does it mean and is it a portfolio rule you should follow?
2 views0 comments
Carol Plaisier
Oct 1, 20132 min read
Managing health care costs amid the surprises
If there is life insurance, the spouse may be able to maintain their current lifestyle
20 views0 comments
Carol Plaisier
Sep 11, 20122 min read
Mortgage restrictions come into play in October
The days of 40 year amortization and zero down-payment have been eliminated.
3 views0 comments
Carol Plaisier
Aug 14, 20122 min read
Qualifying for the disability fuel tax refund program
There are many programs available for people with disabilities
3 views0 comments
Carol Plaisier
Jul 12, 20122 min read
Tax-efficient investing is the way to go now
There are lots of ways to invest, but this one cold be a good option
19 views0 comments
Carol Plaisier
Jun 27, 20122 min read
What is Tax Efficient Investing?
Many of you have heard of tax efficient investing, but what does it really mean for you and your portfolio?
20 views0 comments
Carol Plaisier
Jun 26, 20121 min read
Managing Household Finances Team Effort
No one likes to be left out, and this is especially true for couples and their finances.
2 views0 comments
Carol Plaisier
Jun 12, 20122 min read
Do you have a strategy for your tax refund?
Oceanside residents should make sure they know what they are going to do with windfall
16 views0 comments
Carol Plaisier
Jun 12, 20121 min read
Do Away With Some of the Clutter in Your Life
Retirement is an opportunity to do away with some of the clutter in your life.
2 views0 comments
Carol Plaisier
Jun 1, 20122 min read
Do You Have a Tax Refund Strategy?
Do you have a strategy for your tax refund?
20 views0 comments
Carol Plaisier
May 8, 20122 min read
Tips to keep in mind when planning for retirement
Age 65 - or 67 - comes along faster than you might think. It's best to be prepared
3 views0 comments
bottom of page