7 February, 2019 Financial Planning

Planner’s Corner: 4 Uses of Money: Live, Give, Owe, Grow

A rite of Spring is filing income taxes (not both Alberta teams making the NHL playoffs :) ). While filing, we can clearly see how we allocated the monetary resources God has given us. There are 4 basic areas:...

7 February, 2019 Financial Planning

Planner’s Corner: Advice Has Benefits

In the investment world, regulatory changes known as the Client Relationship Model 2 (CRM 2) are occurring. This has led to notices on your investment statements outlining fees and standardized rates of return....

7 February, 2019 Financial Planning

Planner’s Corner: TFSA Limit Increase

In 2019, the annual limit for Tax-Free Savings Account (TFSA) will increase from $5,500 to $6,000. The limit is the result of inflation which has accrued since the last limit increase which is carried forward until it reaches a multiple of $500. ...

7 February, 2019 Financial Planning

Planner’s Corner: Canada Pension Plan (CPP) Changes

Get ready for increased contributions and increased benefits starting next year (2019). Established in 1965, the goal of CPP was to replace about 25% of average pre-retirement employment earnings with the other components being Old Age Security (OAS)...

27 April, 2018 Financial Planning

Planner’s Corner: Travel, Traffic and Construction Zones

Recently we’ve seen an increase in volatility in the stock markets which has impacted investors taking some risk to get a higher return....

9 November, 2017 Financial Planning

Planner's Corner: Return on Life

One of the speakers I had the pleasure of hearing at IPC’s annual conference in September was Mitch Anthony. Mitch, based in Rochester, Minnesota, is the founder and president of Advisor Insights and the Financial Life Planning Institute....