The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.
How would your retirement change if you could be debt free 10 years sooner?
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Every three minutes Cancer picks a fight with another Canadian. 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. Some of you…
Chances are if you left a previous employer and transferred your pension monies to another financial institution the money now sits in a Locked-in Retirement Account (LIRA). These accounts are very similar to your regular Registered Retirement Savings Plans (RRSP),…
Being accepted into university, college, or grad school is a major milestone in your child’s life. Before they head off to campus next month be sure to advise them on how to attend post-secondary without racking up debt. A…
More than 1.3 million women and almost 350,000 men become widowed in Canada every year. Losing a spouse unleashes a deluge of financial tasks that can be daunting, even if the survivor was actively involved in the financial matters…
If your child just graduated from high school and is looking forward to attending post-secondary next month, chances are you will need to redeem money from your Registered Education Savings Plan (RESP). You will have to provide proof of enrollment…
For most of our working lives Canadians focus on saving and accumulating assets for retirement. Once retired, the focus shifts to the decumulation of those assets. During this phase, retirees must figure out how much income to draw from their…
The Lotto Max is at 50 Million this week with at least 2 additional One Million Dollar prizes; the chance of winning is 1 in 28,633,528. However, It’s also forecasted that over 1.3 Trillion dollars will be passed down through…
I hope this letter finds you well and enjoying some long-awaited summer weather. I am writing to provide details on how investment markets have performed in recent months and some perspective on some of the broad trends affecting your portfolio.…
It’s wedding season; and if you are tying the knot this summer take some time to review your financial household, you may find some unexpected benefits. Employee Health Plan – If only one of you has an employee benefit plan…
Fraud Expert and Author Kelly Keehn spoke at a Professional Development Day I attended; she had some great tips to help avoid being a victim of fraud, they included: Shred everything! Never throw out bills or personal information without shredding…