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How to get tax-free money in 2020
These plans will help you create tax-free dollars If your New Year’s financial resolutions have already evaporated, despite your best intentions, you might try just one more: create tax-free dollars. There’s no special magic involved here. Nor is there any...
New year, new you!
Yes, you can spruce up your personal finances for 2020 The beginning of the New Year is often a time to turn a new financial leaf: make a budget; pay down debt; save more. That’s all commendable, but these good intentions are mostly forgotten by, say, mid-February....
Quick tips to remedy seasonal spending disorder
How to put your money on a leash A kind of money madness seizes people at this time of year. The expectation of ever-larger-better-bigger-pricier gifts is aided and abetted by retailers offering deals, promotions, and sales on all manner of shiny baubles and...
Year-end money management strategies
These tax and investment tips could save you a bundle Year-end is fast approaching, and with the holiday season getting into full swing, you probably won’t want to think about investments and taxes. Still, there are a few tax and investment moves you could make...
Planning for the single life
Robyn Thompson is featured on CHCH TV’s “Morning Live” with six key financial planning essentials for women who are going through a divorce.
Paving the way to early retirement
Robyn Thompson is featured in The Globe and Mail’s “Financial Facelift” series by Diane Maley. This time, high earners Toby and Cheryl wonder how to achieve their goals of a luxury lifestyle now while providing for their kids’ education and targeting an early...
Budgeting for wealth
Little changes can make a big difference As this is Financial Literacy month, and the theme is “Take Charge of Your Finances!”, I want to talk about the very foundation of financial literacy, the building block of successful financial management: the budget. I can...
Should you buy hard assets now?
Precious metals, gems a risky way to hedge risk The headlines are hard to miss. There’s the seemingly endless tariff war between China and the U.S. Then there’s the truly endless sabre rattling in the Middle East, most recently between Turkey and the Kurds in...
Creating an income stream when your RRSP matures
Three basic RRSP maturity options Unlike a Tax-Free Savings Account (TFSA), a Registered Retirement Savings Plan (RRSP) does not last forever. In fact, it has a specific date by which you must collapse the plan and choose one of three main options for what to do...
Protection against investment loss is hard to come by
As stock markets gyrate alarmingly in this season of market volatility, novice investors often start to have second thoughts about their investment strategy, especially those novices who don’t have a financial plan, an investment strategy policy, or a clue about their real tolerance for risk.
Do you need all that insurance?
The big business of life, mortgage, and critical illness insurance Insurance is a numbers game. Anyone who has ever purchased any kind of life or health insurance knows this firsthand. But here’s one number you won’t often hear about: $4.7 trillion (no mistake,...
Three first steps for the suddenly rich
Financial planning for lottery winnings, inheritances, gifts For those few who are lucky major lottery prize winners or for those who have inherited sudden wealth, the real question isn’t how to spend it…it’s how to keep it. For people in this rarefied group, my...