Financial Planning

June 11, 2019

G19 – Who has something to hide?

Please forgive yourself if you don’t know what G19 is (was).  It was a guideline published by the Canadian Life and Health Insurance Association regarding Compensation […]
March 26, 2019

The 2019 Federal Budget – New Policy Initiatives Could Provide Canadians With More Flexibility

The 2019 Federal Budget that was released last week includes a few proposals that could dramatically change the landscape for retirement savings in Canada.  With the […]
January 18, 2016

Powerball

I lost my dad in January 1999 shortly after we started ASI.  Luckily for me, being a work-from-home entrepreneur with no clients gave me lots of […]
January 12, 2016

The Future of TFSAs

One of my arguments against the Ontario Retirement Pension Plan (ORPP) has been that for low-income workers, forcing them to save more in ‘registered savings’ is […]
November 27, 2015

Are Annuities the Answer?

When I started writing about three years ago, one of the first topics on my list was to discuss annuities and the merits of these financial […]
August 27, 2012

Annuities

Annuities are an invaluable tool for financial planning.  Unfortunately they are not well understood or well liked by many.  I am writing to first explain their […]