Taxes - My Own Advisor

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…

How we spent our tax refund this year – 2018

Posted on May 23, 2018 by Mark | 26 Comments

How we spent our tax refund this year – 2018 Some time ago I offered up a simple question for readers to consider: What would you do with $1,000? In that article I shared what I’d do with that tidy sum…

Looking for a big tax refund? Not ideal friends

Posted on March 1, 2017 by Mark | 18 Comments

Ever wondered why you may receive a tax refund? Why would someone give you money back? It is because you’ve been a good boy or girl over the last year? No. Santa takes care of that anyhow. It is because…

Year end tax tips and financial housekeeping

Posted on December 12, 2016 by Mark | 27 Comments

Year end tax tips and financial housekeeping Jingle bells…jingle bells…jingle all the way… Geez, right around the corner isn’t it? The holiday season signals the end of something old and the beginning of something new. It’s a great time of…

Tax treatment of Canadian dividend paying stocks

Posted on September 7, 2016 by Mark | 26 Comments

Tax treatment of Canadian dividend paying stocks I got this email in my inbox recently: You write about Dividend Reinvestment Plans (DRIPs) often. I wonder if you would discuss the beneficial tax treatment of dividends and DRIPs. I’m not sure…

What should you do with your tax refund?

Posted on April 26, 2016 by Mark | 16 Comments

This is an updated post on managing your tax refund. Congratulations – because you took advantage of tax credits and deductions, and you contributed more money to your Registered Retirement Savings Plan (RRSP) this past year – you got a…