The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.
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Q2 was a second successive strong quarter for investors as stocks continued their promising 2023 recovery and bond yields stabilized on growing economic optimism and cooling inflation. U.S. Canadian and global equities closed the quarter and first half of 2023…
“How much do I need to save?” – This is one of the most asked questions when working with people on their retirement plans. The answer can vary greatly from person to person depending on what lifestyle goals they have…
Happy Canada Day! As you enjoy the time off and celebrate this long weekend be grateful we are able to live; work and retire in one of the greatest countries in the world. Here are some interesting facts I thought…
Every year Fidelity Investments Canada completes a study on retirement trends; the 2023 report is called The Advantage of Advance Planning for Canadians Amid Inflation and Uncertainty. Here are the key takeaways from this study: The spike in inflation over the…
I first provided these numbers in 2019, recently someone requested an update, here you go. Working Canadians: RRSP Contribution Limit: The maximum contribution limit for 2022 was $29,210, this year it’s $30,780. TFSA Limit: The annual contribution limit for 2023 remains at…
My parents are older, my mom sometimes reminds me of this and then, proceeds to tell me that they will probably be gone by the time I am a little older than she is now. Every time they go away…
Artificial intelligence (AI) is all over the news these days and is described as a tool that will make our lives easier. As it trickles into many industries around the world, the financial industry is no exception. In a Bloomberg…
Whether you are traveling overseas yourself or sending employees; worrying about flight times and foreign customs make it easy to overlook the risk of being kidnapped and/or extorted. Kidnapping for ransom is a billion-dollar worldwide business run by experts in…
Once again, the politician’s south of the border are wrangling over whether to increase the limit of the U.S. national debt-ceiling. It’s a serious matter, failure to do so could lead to defaulting on the U.S. federal debt. What is…
Mother’s Day is a special day dedicated to recognizing all the strong, independent, hardworking, and selfless women in our lives. Our mothers have helped shape us into the people we are today and taught us many valuable life lessons along…