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Monthly Archive for: "March, 2015"
Home » Archives for March 2015
 Considerations for Health and a comfortable retirement
By Stuart Greenley
In Retirement Planning
Posted March 31, 2015

Considerations for Health and a comfortable retirement

  You’ve just retired. Now what? I ask this with all appropriate gravity. Retirement is arguably the most rewarding stage of life. You’ve worked your whole life for this moment, and you have [...]

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 The pension-vs.-lump-sum decision
By Stuart Greenley
In Retirement Income, Retirement Planning
Posted March 31, 2015

The pension-vs.-lump-sum decision

If retirement is on the horizon, there’s a very important question you’ll need to ask yourself. Hawaii or Arizona? Well, yes, that too. But the question I’m thinking of is: Pension or lump sum? [...]

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 2015 Alberta Budget Tax Highlights
By Stuart Greenley
In Tax
Posted March 31, 2015

2015 Alberta Budget Tax Highlights

The Alberta government delivered its 2015-16 provincial budget yesterday. After years and years of status quo (from an income tax rate perspective), yesterday’s budget included changes that will [...]

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 What’s new this 2015 Tax year
By Stuart Greenley
In Tax
Posted March 13, 2015

What’s new this 2015 Tax year

Every year, the federal government releases a new 2014 budget with new rules that is a good idea to keep up to date on.  10 changes that could affect how much you owe or how much you save,  this [...]

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 Are your retirement plans up to snuff?
By bhdesign
In Retirement Planning
Posted March 2, 2015

Are your retirement plans up to snuff?

We all know about the importance of a nest egg. But how soon should we be building the nest — and what’s the appropriate size of the egg? The BMO Wealth Institute recently released a special [...]

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 RRSP season: Tackling the excuses and myths
By bhdesign
In Investments, Retirement Income, Retirement Planning
Posted March 2, 2015

RRSP season: Tackling the excuses and myths

We’re right in the thick of RRSP season. As you likely know, the 2015 deadline for RRSP contributions arrives on March 2 — the last day to contribute, and earn yourself a handy deduction on your [...]

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 Make the most of your TFSA . . . ASAP!
By bhdesign
In Investments
Posted March 2, 2015

Make the most of your TFSA . . . ASAP!

Looking for some financial advice you can take to the bank? TFSA. ASAP. In my view, the first financial act of 2015 — for any Canadian — should be contributing as much of the annual $5,500 limit [...]

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Recent Posts
  • Types of Life Insurance
  • Looking for Life Insurance – What you need to know
  • Term Vs Permanent Insurance
  • Insurance Basics 101
  • Important Dates for the upcoming Tax Season
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