Income - My Own Advisor

Survivorship benefits for CPP and OAS

Posted on November 30, 2020 by Mark | 81 Comments

Survivorship benefits for CPP and OAS Long-time readers of this blog will know I remain many years away from full-on retirement – so I have tons of time to consider when to take our Canada Pension Plan (CPP) benefit and…

Income Investing and My Retirement Strategy – Your Questions Answered

Posted on September 2, 2019 by Mark | 18 Comments

Income Investing and My Retirement Strategy – Your Questions Answered For many years now, I’ve been a huge fan of dividend investing. Dedicated readers will know I’m on a mission with this strategy – an aggressive one at that –…

Investing in taxable accounts

Posted on May 1, 2019 by Mark | 59 Comments

Investing in taxable accounts Should you consider investing in taxable accounts? I think you should, but with some caution. Read on for my take. Hybrid investing 101 Fans of this site will know I take a “hybrid” approach to investing: Approach…

Get U.S. income from British ADRs tax free

Posted on November 26, 2018 by Mark | 24 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…

Why it’s never too soon to run some retirement numbers

Posted on November 20, 2018 by Mark | 52 Comments

Why it’s never too soon to run some retirement numbers Inspired by various articles on this subject in recent months, I believe it’s never too soon to run your retirement numbers. This post will tell you why. Dream early, dream…

Weekend Reading – How to manage income needs, disclosure vs. transparency, save money on flights and more!

Posted on August 17, 2018 by Mark | 24 Comments

Weekend Reading – How to manage income needs, disclosure vs. transparency, save money on flights and more! Welcome to my latest Weekend Reading edition – where I share some of my favourite articles from the week that was across the…

Weekend Reading – Record dividend income, pot stocks and ETFs, $150,000 fines and more #moneystuff

Posted on August 10, 2018 by Mark | 28 Comments

Weekend Reading – Record dividend income, pot stocks and ETFs, $150,000 fines 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…

Stocks for FUN and PROFIT: Questions and Answers about adventures of an amateur investor

Posted on July 15, 2018 by Mark | 62 Comments

Stocks for FUN and PROFIT: Questions and Answers about adventures of an amateur investor Fans of this site will know for many years now, I’ve reviewed a host of personal finance and investing books. These are just some recent examples:…

Have you considered unbundling your Canadian ETF for income?

Posted on August 28, 2016 by Mark | 38 Comments

Have you considered unbundling your Canadian ETF for income? Index investing using Exchange Traded Funds (ETFs) has become very popular in recent years, and rightly so but I’ve taken a slightly different approach: unbundling my Canadian ETF for income. Read…

Why living off your dividends or distributions works

Posted on June 1, 2015 by Mark | 88 Comments

Why living off your dividends or distributions works There. I said it. Well, I wrote it. I think living off the dividends or distributions your investments spin off is a decent start to retirement planning but certainly not everything. This…