Archive for October 2024
Money123 Article: Mortgage vs. Retirement – What Should They Do?
A married couple are homeowners who currently save $1,000 a month after paying their bills. They are wondering if they should pay down their mortgage faster or invest their savings. As a financial planner for Global News’ Money123 online email newsletter, I answer reader questions about investing, managing your finances, and planning for your future.…
Read MoreYour FREE passes: See my talks at the #1 online event – Canadian Financial Summit 2024
The online Canadian Financial Summit is coming up the week of October 24-26. It’s the #1 personal finance event of the year. As a reader of the Unconventional Wisdom blog, here are your FREE passes for a limited time. With these FREE passes, you can watch all the talks for 48 hours. You can also…
Read MoreTax Brackets for Parents & Seniors Are Way Different Than You Think!
Tax brackets for parents and seniors are way different than you think. This might be a real eye opener for some people because I think a lot of people that do some basic tax planning are doing it all wrong. In my latest video and podcast episode I’m going to give you a tax planning…
Read MoreDo You Need Savings in Addition to a Government Pension Like OMERS?
When planning for retirement, many Canadians rely on a government pension like OMERS (Ontario Municipal Employees Retirement System) as their foundation. Do you need savings in addition to your government pension to maintain the lifestyle you want? A buddy called me from his car and said, “I’m driving. Will I get to my destination on…
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