- My Own Advisor

My take on minimizing tax in retirement

Posted on April 30, 2018 by Mark | 46 Comments

My take on minimizing tax in retirement “If you have a tax problem in retirement and that’s the only major problem you have, then with all due respect retirees you have it pretty damn good. There are far worse problems…

Weekend Reading – The how-tos of early retirement, paying CRA via PayPal, travel tips and more #moneystuff

Posted on April 27, 2018 by Mark | 14 Comments

Weekend Reading – The how-tos of early retirement, paying CRA via PayPal, travel tips 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…

How much is enough for retirement?

Posted on April 22, 2018 by Mark | 20 Comments

How much is enough for retirement? We’re all told to save, invest and stay invested for the long-term. Sound advice for sure in our asset accumulation years. But most of us will want to spend what we’ve worked so hard…

Weekend Reading – Kinder Morgan, giveaways, Google finance alternatives and more #moneystuff

Posted on April 20, 2018 by Mark | 25 Comments

Weekend Reading – Kinder Morgan, giveaways, Google finance alternatives 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 and investing blogosphere.…

Then and Now – Johnson & Johnson

Posted on April 15, 2018 by Mark | 41 Comments

Then and Now – Johnson & Johnson Welcome to another Then and Now post, a continuation of my series where I revisit some older blogposts and either rip them to shreds (because my thinking has changed on such subjects) or I’ll…

Weekend Reading – building million dollar portfolios, crazy HELOCs, blogs, taxes and more

Posted on April 13, 2018 by Mark | 22 Comments

Weekend Reading – building million dollar portfolios, crazy HELOCs, blogs, taxes and more Welcome to my latest Weekend Reading edition – where I share some of my favourite articles from the week that was across the personal finance and investing…

Why I’m still planning to live off dividends and distributions

Posted on April 11, 2018 by Mark | 88 Comments

Why I’m still planning to live off dividends and distributions Some time ago…yours truly wrote a controversial post about the intent to live off dividends and distributions form our portfolio. I know some investors don’t agree with my approach and…

How to build a million dollar portfolio

Posted on April 8, 2018 by Mark | 45 Comments

How to build a million dollar portfolio They say a million dollars isn’t what it used to be. Fine. In my book though it’s still a huge pile of money. Beyond inflationary pressures, workplace pensions disappearing over time. This means you’ll…

Weekend Reading – Kids these days, ETFs, tax-deadlines, the next market crash and more #moneystuff

Posted on April 6, 2018 by Mark | 28 Comments

Weekend Reading – Kids these days, ETFs, tax-deadlines, the next market crash 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…

Millennial bashing

Posted on April 4, 2018 by Mark | 46 Comments

Millennial bashing It’s always been this way – older generations mocking the younger generation – but maybe this time it’s different. It’s certainly very public now anyhow. Very few days go by without Boomers, let alone some members of Gen…