I have to say, I have a love/hate relationship with life insurance. When it’s done right, life insurance is one of the best ways to ensure your family’s financial security. But it’s often sold by companies and insurance agents who don’t have your best interests at heart, which all too often ends with you paying Read more about The New Parent’s Guide to Life Insurance[…]
Net worth is the number you get when you add up all the things you own (bank accounts, investments, property) and you subtract all the things you owe (student loans, credit cards, mortgage). This is your net worth or your personal balance sheet. I like the term personal balance sheet, in lieu of net worth, Read more about 7 Reasons Why I Charge Based On Income & Net Worth[…]
A life can be gone in an instant. Here’s a checklist of what you should do today to prepare for the unexpected. My oldest Friend, Kimberley, died last week after she was struck by a car in Newmarket. She was 32. Her death was a devastating blow to our family and to everyone who knew Read more about Life is fragile. Be sure your affairs are in order[…]
Federal highlights Disability Tax Credit – As of March 22, 2017, nurse practitioners have been added to the list of medical practitioners who can certify eligibility for the disability tax credit. Medical Expense Tax Credit – Certain costs related to the use of reproductive technologies now qualify for the medical expense tax credit for 2017 Read more about Year-end tax planner: looking back at 2017 and forward to 2018[…]
Family financial planning is essential to getting the great start all young couples hope for. You bring to your relationship dreams for a long and happy union. As well, each of you brings a unique set of financial challenges, benefits, and priorities to talk about and address. These can include: * Student loans * Vehicle Read more about Why Family Financial Planning is Important for Young Couples[…]