My Own Advisor

Early 90s, sold the home, now what? How to invest $600,000 to cover retirement home expenses

Posted on December 12, 2018 by Mark | 48 Comments

Early 90s, sold the home, now what? How to invest $600,000 to cover retirement home expenses Reader case study “Thanks for all of your interesting reading materials Mark. I have a few questions for you if you don’t mind… My…

November 2018 Dividend Income Update

Posted on December 9, 2018 by Mark | 54 Comments

November 2018 Dividend Income Update “I am an advocate of investing in individual, high-quality stocks, provided you can take care to avoid certain pitfalls. Historically, stocks have proven to offer as good as return as any other investment vehicle –…

Weekend Reading – Tolerance for BS, financial independence in your 40s, the keys to longevity and more #moneystuff

Posted on December 7, 2018 by Mark | 29 Comments

Weekend Reading – Tolerance for BS, financial independence in your 40s,the keys to longevity and more #moneystuff Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was…across the personal finance…

Investing for income using CoPower Green Bonds

Posted on December 6, 2018 by Mark | 5 Comments

Investing for income using CoPower Green Bonds Are you investing to achieve Financial Independence and Retire Early (FIRE)? Are you investing for long-term growth? Are you investing for income? Are you investing for relative safety using bonds? All valid questions…

Top Year End Financial Planning and Tax Tips for 2018

Posted on December 4, 2018 by Mark | 13 Comments

Top Year End Financial Planning and Tax Tips for 2018 The decorations are up. The holiday marketing campaigns are in full swing. People are becoming more edgy by the day. Yup, the holidays are approaching fast folks! All jokes aside…

Here’s your annual savings targets by the age

Posted on December 2, 2018 by Mark | 89 Comments

Here’s your annual savings targets by the age We all know by now the longer you wait to save and invest for retirement, the harder it is to catch up. But what should your annual savings targets be by the…

Weekend Reading – Tax free income, passive investing, investing is simple, and more #moneystuff

Posted on November 30, 2018 by Mark | 4 Comments

Weekend Reading – Tax free income, passive investing, investing is simple, and more #moneystuff Welcome to my latest Weekend Reading edition where I share some of my favourite articles from (the now milder, Ottawa tundra) the week that was…across the…

Get U.S. income from British ADRs tax free

Posted on November 26, 2018 by Mark | 20 Comments

Get U.S. income from British ADRs tax free The best things in life are said to be free. The second-best things in life when it comes to investing are tax free. In a recent post on my site, I told…

Featured Posts

Changing your ETF strategy as you get older

October 2018 Dividend Income Update

September 2018 Dividend Income Update

They want to spend $50,000 per year in retirement. Did they save enough?

How do we measure up? Can we hit 10 goals in 10 years for early retirement?

Financial Freedom Target: Age 50 – July 2018 Update

Super saving tips from super savers

BMO SmartFolio Review and Offers

When to take your Canada Pension Plan benefit

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What makes a great Exchange Traded Fund?

Our lofty goal to build a $1 million portfolio

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Financial Freedom Target: Age 50

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