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There are lots of reasons people make charitable donations. Some of the top reasons people give to charity are: A strong belief in the organization, A strong value for social responsibility, and paying less tax. Giving to a worthwhile cause is good for the soul, the community and the pocketbook. Financially, there two times you…
How many of you have a safety deposit box? I do, and I don’t even know how much I pay for it. How bad is that? As for documents in it, I have a copy of the title of my house, (which is kind of pointless, since copies are easily accessible via the internet, at…
“When walking, walk. When eating, eat.” ~Zen proverb In my workshops to help improve your personal finances, I have always preached that the best idea in the world is the implemented idea. It is better to have done something and failed than to have done nothing. We’ve all heard the saying “If you always do…
From a legal perspective, a proper estate plan is accomplished by drafting three essential documents: a Will, an Enduring Power of Attorney, and a Personal Directive. All other estate planning decisions, such as beneficiary designations and how you own certain assets, must work in concert with these three legal documents. Will The most important of…
Money can be a big cause of stress (Or maybe I should say a lack of money is the real cause of stress). We’ve just come through some tough times both from an economic standpoint and a market perspective. Debt levels continue to grow to record levels. Unemployment rates are higher. If you are looking…
The following excerpt is from Smart Tips For Estate Planning, which shows Canadians how to customize their estate plan to protect families, safeguard assets and bring peace of mind. Many people die without ever having written a Will. When that happens, provincial laws and the courts decide who will settle the estate and who will…
It’s back to school time and one of the hot topics is about investing for children’s education. Lots has been written lately about RESPs, but just recently I wrote about another way to save for your children through very popular in-trust accounts. In the article, I talk about why people should use caution before using…
