The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.
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The annual contribution limit for the Tax-Free Savings Account (TFSA) has officially been increased to $6500 for 2023. This amount is up from the $6000 limit that was set from 2019-2022. The annual TFSA contribution amount is indexed to inflation…
This week I finally started my Christmas shopping, usually I am way ahead by now, but this year I am way behind! Next week is Black Friday, followed closely by Cyber Monday, when a lot of us will power shop…
A friend told me the other day, that when her work started to interfere with her play time, she knew it was time to retire. If you are starting to re-evaluate your life, and how you want to spend your…
I can’t believe it’s already November, before we know it, we will be decorating the Christmas Tree! Before we get full swing into the holiday season, take some time, and review your personal finances. Here are some time-sensitive tips that…
After two years of dealing with Covid restrictions, Canada’s Travel mandates will finally be lifted as of midnight tonight. For many, this is a huge relief and opens the door to travelling again. If you are starting to cruise holiday destination…
It always amazes me at the number of intelligent, responsible people who do not have a proper Will in place. Here are five key reasons to look after this critical area of your planning: Provincial laws dictate who gets what Each…
Life insurance plays a huge role in estate planning, it provides financial support to your family if you are no longer around to take care of them. Your insurance needs will change as you go through the different stages of…
Consider a Marriage Contract This weekend my husband and I celebrated our 25th Wedding Anniversary, quite an accomplishment considering 40% of marriages end in divorce. It hasn’t always been easy but good communication and mutual respect has always been at the…
It always makes me laugh to see the Staples’ back-to-school commercial showing parents dancing down the aisle to ‘It’s the most wonderful time of year’ as they throw school supplies into their buggies. It is hard to believe the kids…
If you have ever wondered whether the 1% fee you pay your advisor is worth it, rest assured you are getting a great deal. In fact, according to a study by Russell Investments’ Canadian Financial Advisors are worth 2.88% – almost…