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Shameless Spender
Jun 21, 20242 min read
How to Help Your Adult Children Buy a Home PART 4
Should you Loan Money, Create a Discretionary Trust, or be the Co-signer or Guarantor? Loan Money You can give your child money and...
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Shameless Spender
Jun 14, 20242 min read
How to Help Your Adult Children Buy a Home PART 3
Should you Gift Money, Gift Money Slowly or Gift an Early Inheritance? Gift Money Once again ensure your retirement plan has your needs...
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Shameless Spender
Jun 7, 20241 min read
How to Help Your Adult Children Buy a Home PART 2
Where will the money come from? Consider your retirement plans and the tax implications. Use cash or near-cash funds, and non-registered...
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Shameless Spender
May 31, 20242 min read
How to Help Your Adult Child Buy a Home PART 1
Can You Help Your Adult Child Buy a Home?
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Shameless Spender
Jan 10, 20241 min read
Become Retirement Ready!
It’s easy to get caught up in the day-to-day of life with all that’s going on - work, relationships, and raising kids - it is very...
35 views0 comments
Shameless Spender
Nov 27, 20231 min read
$7000 More Room to Save
The TFSA contribution limit for 2024 has been officially released. That limit is $7,000, up from $6,500 in 2023 and $6,000 in 2022. The...
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Shameless Spender
Jun 28, 20233 min read
To Downsize or Not to Downsize? That is the Question.
Retirement is more than just a date - it's a new stage of life. There are many questions to answer while retirement planning and where...
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Shameless Spender
Nov 1, 20221 min read
Will they thank you for the "Starting Out" gift? YES!
Now that your son or daughter found "their person" help the couple learn—as a team—how to make sound financial decisions to build their...
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Shameless Spender
May 27, 20221 min read
Get Ready for Retirement, Work with a Professional RRC®
Registered Retirement Consultant I have taken time away from my blog to earn the Registered Retirement Consultant® designation. The RRC®...
22 views0 comments
Shameless Spender
Feb 8, 20223 min read
What AMOUNT do you need to retire? WRONG QUESTION – Retirement Planning
The right question is: How much do you want to spend? It is a complex process to provide a useful answer to you in your specific and...
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Shameless Spender
Jan 20, 20223 min read
3 Hush-hush Retirement Costs: Preparing for Retirement
Learn about the 3 least talked about risks. Inflation is up and you are concerned about how far your retirement income will stretch. This...
297 views0 comments
Shameless Spender
Jan 14, 20221 min read
Be above average & put money into an RRSP!
Be above average and contribute before the March 1st, 2022 RRSP deadline! You don’t need to decide the specifics of investing that money...
85 views0 comments
Shameless Spender
Jan 6, 20223 min read
9 Steps to Your Someday: Preparing for Retirement
Planning for retirement is about more than investment growth, something you can’t control; it is about what you want and that you can...
156 views0 comments
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