The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.
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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…
2019 marks the 50th anniversary of the Stonewall Uprising and a half-century of LGBTQIA+ liberation. It’s WorldPride month and this weekend Toronto plays host to thousands of same-sex couples celebrating their march towards equality. The number of same-sex couples has…
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…
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…
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…
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…
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…