Tracey Marshall

Tracey Marshall

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Author: Tracey Marshall

Year-End Tax Tips

As the end of the year quickly approaches, like me you are probably looking forward to enjoying the upcoming festive season. However, along with your last-minute shopping, here are some time-sensitive tips that will need action before the end of…

Tracey Marshall December 7, 2021 Uncategorized Read more

Avoid Debt this Holiday Season

It’s Black Friday; the official start to the Christmas shopping season, here are some useful strategies so you don’t end up with a nasty credit card bill in January. Set a Budget.  Without a plan or budget, most people will…

Tracey Marshall November 26, 2021 Uncategorized Read more

Five Reasons Not to be Afraid of Inflation

Everywhere I go, every channel I listen to, it seems all everyone is talking about is Inflation. And it is true, the data right now is ugly. The annual inflation rate in Canada went up to 4.4% in September, this…

Tracey Marshall November 23, 2021 Uncategorized Read more

100 years of the poppy in Canada

One hundred years ago, Canada adopted what would become the symbol of remembrance for millions of Canadians and veterans in our country. On July 6, 1921, Canada became the first country to support the poppy as a symbol of remembrance.…

Tracey Marshall November 5, 2021 Uncategorized Read more

You’ve been asked to be an Executor; now what?

It’s not the kind of question that comes up every day; so before you accept automatically you should know what will be expected of you.   Although you may be flattered by the request, your willingness to be someone’s executor should…

Tracey Marshall October 25, 2021 Uncategorized Read more

Global Economy

The global economy continues to recover and expand in 2021, but it was a topsy-turvy September due to the Evergrande crisis in China, the U.S. debt ceiling and speculation about the Federal Reserve’s interest rate policy and bond-buying program. U.S.,…

Tracey Marshall October 15, 2021 Uncategorized Read more

Four Ways to Preserve Wealth Using Life Insurance

When people think of Life insurance, they normally associate it with providing the financial support your family will need if you are no longer around to take care of them.  However, life insurance can also help you and/or estate preserve…

Tracey Marshall October 4, 2021 Uncategorized Read more

A Close Election Could Mean Higher Taxes

Current polls suggest that Canada will likely elect another minority government next week; neither the Liberals nor Conservatives are expected to reach the 170 House seats needed to form a majority government. With no party in absolute control of the…

Tracey Marshall September 22, 2021 Uncategorized Read more

In Loving Memory – Pre-Arranging Your Funeral

Many people plan ahead and prepare their own final arrangements, some will even pre-pay, although most funeral homes don’t require it. Why is planning ahead a good idea? It saves your family and friends from having to make many difficult…

Tracey Marshall September 7, 2021 Uncategorized Read more

Help Your Student Avoid Debt

Being accepted into university, college or grad school is a major milestone in your child’s life.   Before they head off to campus in the next couple of weeks be sure to advise them on how to attend post-secondary without racking…

Tracey Marshall August 30, 2021 Uncategorized Read more
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