Financial Planning

Fall 2019 Newsletter

09/30/2019

In the autumn, the pace of life seems to quicken as work and family life get busy, school is back in session, and we begin to prepare for the many holidays ahead.All these plans may remind you of some financial needs or...

Investing In Your 70's

by Nash Family Wealth

06/02/2019

"For many, this decade in retirement offers time for desires like travel, quality time with growing family and friends, and the pursuit of hobbies that were hard to fit in before. Yet, time aside, the ability to enjoy this decade in retirement is a...

Life Events and Life Insurance

by Nash Family Wealth

04/19/2019

Over the course of your life, you will experience various events that are likely to require you to review your life insurance coverage. These events will affect your financial situation and having sufficient life insurance coverage will allow...

Quick Facts 2019

by Nash Family Wealth

01/31/2019

All of the data needed in financial planning can seem overwhelming. How much will my CPP be? How much are probate fees? What are my contribution limits? While its hard to condense all of the information that we need over different...

Tax-Free Savings Account (TFSA): Top 10 Questions and Answers

by Nash Family Wealth

01/31/2019

How does the Tax Free Savings Account (TFSA) work? What makes it different from an RRSP? Which savings tactic is better for me? There are many questions when it comes to TFSAs and its features remain misunderstood by many Canadians. Here are a few...

RRSP or TFSA?

by Nash Family Wealth

01/07/2019

Is it better to contribute to a registered retirement savings plan (RRSP) or a tax-free savings account (TFSA)? As one does not replace the other, the best solution is to contribute to both. However, each option has its pros and cons, depending on...

TFSA Contribution Limit Raised to $6000 for 2019

by Diane Nash

11/20/2018

The Tax-Free Savings Account, or TFSA, has been part of the financial landscape of Canadians for almost 10 years, specifically since January 1, 2009. Besides the increase in the contribution limit in 2015, there have been few changes to this tax...

Volatility

by Jay Nash

11/15/2018

Attached is a commentary regarding recent market fluctuations. Volatility in markets can be caused by a varying number of reasons. This comment outlines a few of the current issues within global stock markets. Full Article

Do Executors Need Insurance?

by Diane Nash

09/27/2018

Advisors Edge recently published an article about the current liability of being an executor and if insurance would be necessary. While not all cases would require insurance it the article does help shed some light on the growing need....

RRSP Basic Rules

by Diane Nash

09/08/2018

Created in 1957, the Registered Retirement Savings Plan (RRSP) is the best known and most widely used of all tax-sheltered savings methods. RRSPs allow taxpayers to invest for their retirement by deferring income taxes on both the invested capital...

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