Smart ways to manage your tax refund

Smart ways to manage your tax refund Passionate and engaged DIY investors are likely already aware but Canadians can begin filing their income tax returns as of last month, with more changes for the 2024 tax filing season. Most Canadians…
Should I transfer stocks into my TFSA?

Should I transfer stocks into my TFSA? Thanks to a reader question, I’m going to tackle this question today in this updated post and offer some perspectives including what I’ve done in the past. I’ve also updated how I manage…
My Own Advisor Year in Review

My Own Advisor Year in Review Hi Everyone, Welcome to a new Weekend Reading edition, this one, sharing my Year in Review. My final post for 2023.  I hope you continue to enjoy the holidays and any downtime you might…
2023 Financial Goals

2023 Financial Goals “I think goals should never be easy, they should force you to work, even if they are uncomfortable at the time.” – Michael Phelps. Ya, I’ve used this quote before and it’s a great one! I’m never…