The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.
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By 2026, it’s projected more than 610,000 Canadian seniors will live in collective dwellings; nursing homes, long-term care facilities and seniors’ residences. If you, or a loved one is considering moving into a collective dwelling, a decision must be made…
The markets have been in a tizzy this week, starting off with a sudden dip on Monday followed by a relief rally and now ending the week almost where we began. Even though it dipped fast, it recovered almost as…
Many seniors choose Segregated funds for the estate preservation feature; they can invest in the market to achieve growth potential, without putting their family’s inheritance at undue risk. Segregated (Seg) funds combine the growth potential of regular investment funds but…
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 you…
July is normally a slow and eventless month for news, even with the tight race for the U.S. presidency and the Republican convention beginning earlier this week. However, the assassination attempt on former President Donald Trump this past Saturday sparked…
Acting as an executor can be rewarding work, however, if you don’t have a solid legal background, it can be a little confusing. You can hire experts to help you, however it is important that you understand the estate documents.…
It’s been a strong year for investors thus far, with the S&P 500 up by more than 10% year-to-date and many of the major indexes notching record high after record high. Yet rather than stoking greed, these gains seem to…
Your estate planning shouldn’t end with just an up-to-date will; it should also include powers of attorney (PoA) for both property and personal care. A Power of Attorney is a legal document that gives someone else the right to act…
The Canada Pension Plan (CPP) retirement pension is a monthly, taxable benefit that will replace a portion of your employment income when you retire. If you qualify, you will receive the CPP retirement pension for the rest of your life.…
If we have updated your Know Your Client (KYC) file lately you may have noticed, we are now asking you to provide us with a name for your Trusted Contact Person (TCP). This is a relatively new requirement and is…