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Monthly Compass: January 2011 Edition |
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Friday, 21 January 2011 |
Making Your Legacy Count
Charitable giving and philanthropic activity is an important way of impacting your world today and leaving a lasting legacy. One strategy to consider during your high income years, is the charitable donation of flow through shares. The significant tax savings utilized in this strategy results in your ability to give more to charity while costing you less. In fact, after all the tax benefits, a $100 donation may cost as little as $16. Given that this is the time of year that many flow through issues come to market, this month’s article discusses the strategy. Although written in 2006 by Mackenzie Investments, this is the best written article on the topic we have ever come across, and is still relevant today.
As always, your financial professionals at Farwell Wealth Management are here to help assess whether or not this strategy may be right for you.
Click here to read the article by Mackenzie Investments in PDF format |
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Monthly Compass: December Edition |
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Friday, 17 December 2010 |
Retire on your own terms: How much do you need to retire?
People often ask us, "How much do I need to retire?" The answer depends on one critical number: How much you plan to spend each year.
This edition of the Monthly Compass points out that retirement expenses may not be as high as what traditional financial planning rules of thumb dictate. Written by our friend, Dan Richards, in September, we have decided to put it out now in time for you to make your New Years Resolution to work with us to help find your very own Retire on your Own Terms Number.
As always, we at Farwell Wealth Management invite you to contact us with any questions or concerns you may have. Happy reading, your next edition of the Monthly Compass will reach your inbox mid-January.
Please click here to read the article on the Globe and Mail. |
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Farwell Wealth Management Monthly Compass: November 2010 |
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Tuesday, 16 November 2010 |
Changes to CPP and Is Inflation On Its Way?
This month, we have found two articles that we thought would be of interest to many of our highly valued clients. The first article draws attention to changes that will be coming to CPP over the next several years. These changes may make a significant difference in the timing of when to start taking your CPP. Conventional wisdom has often suggested taking it early to maximize the total payments over one's life expectancy. However, if you haven't already started your payments and are turning 60, this may make you reconsider the right timing for you.
Click here to read CBC's article on CPP changes
This month's second article is from CNBC and raises the question that perhaps inflation has already started to rear its head in the United States. With rising food prices, and the cost of filling your tank of gas already squeezing wallets, what will it mean for the recovery ahead? We have been talking a lot lately about "inflation protected yield" - this is precisely why!
Click here to read CNBC's article on the question of inflation
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