Back to Top

financial strategies

New Years Financial Resolutions

Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a good start. To help identify their priorities, they made the following list:

Set Objectives - Goal setting is the foundation of achieving financial success. If they write down their goals, it will help Jack and Diane clarify them and establish their personal and financial priorities.

Raising Financially Literate Teens

Today's teenagers are the richest, most networked generation in history and,as every parent knows, they love to spend money. Their spending is a way to assert their independence, to socialize and to establish their identity behaviours that are embraced and encouraged by advertisers of everything from MP3 players to designer jeans.

Financial plans and marriage breakdown

Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans. Some considerations, also in common-law relationships, are:

I Don't Want to Invest My Money Now because...

On October 30, the federal government presented a 'mini-budget,' which outlined a number of initiatives designed to create tax savings for Canadians.

Tax cuts were the main thrust of Finance Minister Jim Flaherty's announcement, which means there are a few new ways you can save your money. In case you haven't had time to follow the media coverage on this issue, the summary below outlines the recent tax changes and how they'll benefit you and your family.

Pages

Subscribe to RSS - financial strategies