by afa | Sep 1, 2022 | Blog, tax
Don’t lose all your hard-earned money to taxesTax planning is an essential part of managing your money – both while living and after your death. You want to maximize the amount of money to your beneficiaries, not the government. We have three tips to help you reduce...
by Dynamic Planning Partners | Aug 26, 2022 | Blog, financial planning
Content from The Globe’s weekly Retirement newsletter. To subscribe click here. When Nick De Carlo retired it wasn’t the life of leisure that beckoned, but a return to the frontlines of activism from his younger days. “I was involved in the anti-war movement and...
by afa | Aug 1, 2022 | Blog, financial planning
The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at hand – in the form of a certified financial planner. A certified...
by afa | Jul 6, 2022 | Blog, business owners, corporate, tax
Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerYou have worked long and hard to build up your business, and now you are ready to withdraw money from your business’ bank account. But you don’t want to get hit with a huge tax bill....
by Dynamic Planning Partners | May 30, 2022 | Blog
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability. Ownership: Self: You...
by Dynamic Planning Partners | May 30, 2022 | Blog
Federal Budget 2022 – Highlights On April 7, 2022, the Federal Government released their 2022 budget. We have broken down the highlights of the financial measures in this budget into the following different sections: Housing Alternative minimum tax Dental care Small...
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