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Posted in TFSA

An Estate Plan is the Ultimate Gift

Posted by Frank Gasper on 21 April 2020
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An Estate Plan is the Ultimate Gift
What is an estate plan? An estate plan is simply a checklist that ensures your personal belongings and finances are easy to manage and distribute, exactly how you want them to be, when you die. It also makes sure your estate doesn't pay more tax or legal fees than it needs to and perhaps most importantly, it makes things so much easier for your loved ones. While the word "estate" is often associated with large properties and the wealthy, in this case, it only refers to you...

Retirement Planning: Learn From Other People's Mistakes

Posted by Frank Gasper on 18 February 2020
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Retirement Planning: Learn From Other People's Mistakes
Retirement Planning: Learn From Other People's Mistakes I get asked a lot of questions about money; from clients, friends, family, neighbours and strangers and I can honestly say, I have never come across any personal finance situation that was the same for any one person. My answers for them are always different because every single person has a twist to their financial story. But I have noticed some very common mistakes people make when it comes to planning for their retirement. I...

Jump In, Make a Budget & Start Saving

Posted by Frank Gasper on 22 January 2020
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Jump In, Make a Budget & Start Saving
Jump In, Make a Budget & Start Saving Here are six easy things anyone can do to get a handle on their money in 2020 and help them start saving to reach their personal financial goals. 1. Figure out how much comes in and how much goes out This isn't as hard as it sounds. Given that most of our purchases are made with a debit card or credit card and bills are paid by automatic direct deposit, you can use the monthly statements as a tracking sheet. Set aside 2 hours and just get ...

How to Save for Retirement

Posted by Frank Gasper on 12 November 2019
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How to Save for Retirement
How To Save For Retirement Saving for retirement isn't easy, especially when we have so many other financial commitments, not to mention trying to save for a home, vehicle, education, vacation or otherwise. When I speak with clients about their financial goals, including retirement, I always get the same question: "How much will I need for retirement?" It's a difficult one to answer since everyone has different goals. We have to consider how long they plan to work, wha...

Two Benefits of TFSAs That Everyone Should Know

Posted by Frank Gasper on 28 October 2019
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Two Benefits of TFSAs That Everyone Should Know
Two Benefits of TFSAs That Everyone Should Know TFSA stands for Tax Free Savings Account, but its name is deceiving. It's not really a savings account in the traditional sense of opening an account and earning a fixed interest rate at a financial institution. A TFSA is a savings plan registered with the federal government that can hold cash AND investments like GICs, ETFs, stocks, bonds, mutual funds and more all in one place. The government has set annual contribution limits (for 201...
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