Spring Clean your Finances! Lynn MacNeil April 11, 2024 173 Managing Your Money Springtime brings out in many people the urge to clean and refresh. The natural world revives and reinvigorates after the colder winter months. It's a season that symbolizes starting fres...
Tax planning…don’t wait until it’s too late! Lynn MacNeil March 11, 2024 659 Managing Your Money I’m talking about 2024…because unfortunately, it’s already too late for 2023. While 2023 tax preparation may not be underway, any tax planning opportunities for 2023 ended December 31, 2023...
Even with lots of money – you can still ‘fail’ at retirement! Lynn MacNeil February 17, 2024 502 Managing Your Money Deciding to retire is a BIG deal. Making the right decision at the right time is crucial because it will affect the next twenty to thirty years of your life. There are many reasons why a p...
Why Gift Appreciated Marketable Securities? It Just Makes “Cents”! Linda Argalgi CPA, Philanthropic Advisor February 11, 2024 360 Did you know that one of the easiest and most effective assets to donate are appreciated marketable securities (publicly traded stocks, bonds, and mutual funds)? In Canada, when an individual or corporation sel...
Everyone Needs a Plan! Lynn MacNeil January 25, 2024 639 Managing Your Money “A goal without a plan is just a wish.” This quote by renowned French writer Antoine de Saint-Exupéry describes what many people encounter when they set goals… especially New Year’s resolut...
The A to Zs of DAFs: Your Charitable Bank Account Linda Argalgi CPA, Philanthropic Advisor January 24, 2024 397 In the realm of benevolence, where compassion meets financial foresight, the Donor Advised Fund (“DAF”) has emerged as a catalyst for impactful giving. A DAF is not just a gift planning tool. It is the key to u...
High-Interest Savings Accounts – they’re not all created equal Lynn MacNeil December 17, 2023 1120 Managing Your Money I recently had an interesting banking experience that I wanted to share, hoping it would save you from making the same assumption I did. At my bank, I had some money in a savings account t...
Money & Menopause Lynn MacNeil November 28, 2023 841 Managing Your Money I’m sure with a heading like that, I have just lost many of the potential male readers and maybe gained some new female readers. Either way, I’m sure some will simply be curious to see how ...
Reality Check: Interest Rates and Mortgage Renewals Lynn MacNeil October 8, 2023 1143 Managing Your Money I was at a wedding recently and all the talk at the table was about interest rates and mortgage renewals. It’s scary to think that only about a third of mortgage holders have actually been ...
Covid, Inflation, Interest Rates…What’s happening with Real Estate? Lynn MacNeil September 14, 2023 1124 Managing Your Money Whether you’re a homeowner, a landlord, or a real estate investor, you’ve watched as tides have shifted in real estate. As a “hard asset” often referred to as “bricks and mortar”, real esta...
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