Tracey Marshall

Tracey Marshall

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Author: Tracey Marshall

Quadruple your Financial Assets

Statistics show that investors who work with a Financial Advisor can accumulate as much as four times the financial assets than those who go it alone. Research also shows that having a planner create a comprehensive financial plan in line…

Tracey Marshall June 14, 2019 Uncategorized Read more

Financial Tips for Divorcees

The majority of common-law and married couples have shared assets. These include owning a home together (72%), joint bank accounts (64%), joint credit cards (52%) and a joint Financial Plan (64%).   So how do you regain your financial independence…

Tracey Marshall June 7, 2019 Uncategorized Read more

Financially Surviving Cancer

This Sunday June 2nd is National Cancer Survivors Day. Becoming critically ill is something none of us want to think about; but we all know families whose lives have been dramatically affected by this terrible disease.  If you do get…

Tracey Marshall May 31, 2019 Uncategorized Read more

Understanding Closing Costs

It’s exciting getting ready to take possession of a new home. Closing costs are estimated at 1-1.5% of the price of the property; avoid any surprises by reviewing all the final expenses before the closing date. Mortgage Default Insurance. If…

Tracey Marshall May 24, 2019 Uncategorized Read more

Minimize RRSP Over Contribution Penalties

Miscalculated and over contributed to your RRSP? If that over contribution exceeds the $2000 limit; here’s what to do: Decide Whether to Withdraw the Money. CRA will penalize you 1% of the overage every month until withdrawn, so in most…

Tracey Marshall May 17, 2019 Uncategorized Read more

No Will? What Happens…

Every wonder what happens if you die without a valid Will in place? Your assets will be distributed according to the formula set out in the legislation of the province in which you live. In Ontario, we have The Ontario…

Tracey Marshall May 10, 2019 Uncategorized Read more

10 Things to Do with Your Tax Refund

Well, with April 30th in the rear-view mirror, it’s time to turn our attention from receipts and filing to what to do with our refunds. Understanding the urge to spend it on travel, shopping or dining, here are a few…

Tracey Marshall May 3, 2019 Uncategorized Read more

Economic Update Q1 2019

Global capital markets reversed course after a notably difficult end to 2018, rebounding strongly to post mainly positive results for the first quarter of 2019. Equity markets appeared to be lifted by the prospect of easier monetary policy, while bond…

Tracey Marshall April 26, 2019 Uncategorized Read more

Eliminate Debt B4 Retirement

Most of the time when we think about preparing for our retirement years we generally think about saving; typically, in our RRSPs, TFSAs and Pension Plans. However, when planning for retirement eliminating your debt is just as important as creating…

Tracey Marshall April 19, 2019 Uncategorized Read more

Minimize Your Stress

April can be stressful; running around gathering up 2018 receipts, statements and T-slips in order to file your tax return on time. Therefore, I thought I would do something a little different this week and give you some ideas on…

Tracey Marshall April 12, 2019 Uncategorized Read more
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