Your “financial” new year’s resolution: Tax planning tips for 2023 Published by Nathan Biren on Jan 31, 2023 Don't forget to put your financial wellness on your to do list for 2023! We are almost a month into 2023 now, and for those who are ahead of the game with their finances are probably more focused on financial matters related to last year, instead of planning... Read more
Year-end tax planning tips and deadlines Published by Nathan Biren on Dec 07, 2022 Hard to believe that 2022 is almost over! While April 30th is the tax-filing deadline for most people, the end of the calendar year is still a significant date for many tax strategies. While December is a busy time preparing for the holidays, you can... Read more
Estate planning in a digital world: The digital hereafter Published by Nathan Biren on Nov 04, 2022 Given that less than half of Canadians have a will, and that digital assets are a relatively new area of estate planning, it’s rare to have digital assets properly accounted for when someone passes away. It’s a new framework of thinking, that you must... Read more
Estate planning myths and tips: Why you need a will now Published by Nathan Biren on Oct 07, 2022 Along with the tremendous emotional strain associated with the passing of a loved one, family members and other beneficiaries are usually faced with numerous expenses and administrative issues to deal with. A well thought out estate plan will ensure a... Read more
Teaching your kids financial literacy: Back to school RESP tips Published by Nathan Biren on Aug 31, 2022 With summer winding down and the focus shifting back to school, here are some tips to ensure you are getting the most out of your Registered Education Savings Plan (RESP) withdrawals, and more importantly, how teaching your kids financial literacy plays... Read more
Financial 101 for all of life’s journey: How to manage your finances efficiently throughout all stages of your life Published by Nathan Biren on Aug 02, 2022 Getting back to financial basics is ultimately about strengthening the financial foundation of your wealth, finding ways to reduce taxes, and protecting your assets. This newsletter aims to educate and reinforce key lessons about utilizing tax-efficient... Read more
No need to panic! How to manage your investments with confidence with a potential recession on the horizon Published by Nathan Biren on Jun 27, 2022 Uh oh! We are dealing with high inflation, recession worries, interest rates on the rise, and the stock market is tanking. In addition, don’t forget about the ongoing war that has taken a backseat to all the other headlines. Now what? Where do we go from... Read more