Tracey Marshall

Tracey Marshall

Financial Planning Services

Menu

  • Home
  • Life Style Planning
    • Other Financial Services
    • Estate Planning
    • Tax Tips
    • Protecting Yourself
    • Life Insurance Solutions
    • Health and Dental Insurance
    • Travel Insurance
  • Retirement
    • The Money Tree Process
    • What you need to Retire (Video)
    • Calculators
  • Cash Flow Planning
    • How to Maintain Good Credit (Video)
    • Debt Management
    • Case Studies
  • Woman to Woman
    • Divorce and Separation
  • Let’s Talk
  • About Me
    • Client Comments
  • Blog

Month: May 2021

Insuring the Cottage Properly

Recreational property sales in Canada have soared over the past year. Since people have not been able to travel, cottage country is the new preferred vacation destination. With cottage season officially underway, you may want to double check your policy…

Tracey Marshall May 31, 2021 Uncategorized Read more

10 Things to Do with Your Tax Refund

Well, with filing our taxes in the rear-view mirror, it’s time to turn our attention from receipts and filing compliance to what to do with our refunds.  Understanding the urge to spend it on Amazon or Skip-the-Dishes, here are a…

Tracey Marshall May 25, 2021 Uncategorized Read more

Withdrawing Money from Your RRSP

You can withdraw money from your RRSP at any time.  However, the amount you withdraw will be included as part of your taxable income for that year and taxed at your marginal rate.  Amounts withdrawn cannot be recontributed into your…

Tracey Marshall May 17, 2021 Uncategorized Read more

Changes to Ontario’s Estate Laws

The province’s estate law reform hit a major milestone last month with the passing of Bill 245. The updated legislation better reflects life in the 2020s. Effective January 2022, virtual will witnessing becomes a permanent option, getting married will no…

Tracey Marshall May 11, 2021 Uncategorized Read more

2021 Federal Budget Highlights

2021 Federal Budget Highlights There has been a lot of speculation over what new tax measures would be implemented to pay for the billions in government spending that has taken place over the last year to help soften the pandemic’s…

Tracey Marshall May 5, 2021 Uncategorized Read more

Archives

  • June 2025
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018

Meta

  • Log in
Copyright © 2025 Tracey Marshall