TFSA - My Own Advisor

Overlooked retirement income and planning considerations

Posted on February 25, 2018 by Mark | 17 Comments

Overlooked retirement income and planning considerations I’ve mentioned this a few times on my site: there is a wealth of information about asset accumulation, how to save within your registered and non-registered accounts to plan for retirement. There is far…

Should I transfer stocks into my TFSA?

Posted on November 27, 2017 by Mark | 10 Comments

Should I transfer stocks into my TFSA? Thanks to a reader question, I’m going to tackle this today and offer some perspectives: “Hi Mark, I don’t know if you have covered this anywhere in your blog but I’ve got a…

I’ll continue to maximize my TFSA first because…

Posted on February 1, 2017 by Mark | 34 Comments

I’ll continue to maximize my TFSA first because… A few years ago, after taking a well-deserved golf vacation in sunny Myrtle Beach, South Carolina with some great friends – I maxed out my Tax Free Savings Account (TFSA) for that…

Weekend Reading – TFSA election impacts, why dividends, Millennials and money and more

Posted on October 8, 2015 by Mark | 12 Comments

Welcome to some Long Weekend Reading – I hope you enjoy your time with family and friends this Thanksgiving. It’s certainly time for me to give thanks and be thankful for many things in my life. I’m thankful and blessed…

ETFs 101

Posted on March 30, 2014 by Mark | 13 Comments

ETFs 101 During the past “RRSP Season” I received a few emails from readers asking about Exchange Traded Funds (ETFs). It inspired this ETFs 101 post. This particular question caught my attention: Hi, I’ve recently learned I can use my…

Tax Free Investing – TFSAs 101

Posted on November 19, 2013 by Mark | 5 Comments

If you were a resident of Canada, aged 18 in 2009 until today, did you know you had the opportunity to save thousands of dollars in a tax free account? TFSA facts The Tax Free Savings Account (TFSA) is a…

Name Changes Needed to Canadian Financial Accounts

Posted on November 3, 2013 by Mark | 31 Comments

Name Changes Needed to Canadian Financial Accounts As part of financial literacy month I thought I’d propose a few changes I feel are necessary to some Canadian financial accounts. Let me know what you think about my proposals in a…

Managing the refund well is the linchpin in the RRSP vs. TFSA debate

Posted on February 26, 2013 by Mark | 8 Comments

Managing the refund well is the linchpin in the RRSP vs. TFSA debate There is no shortage of blogposts and media articles about which account is better for retirement purposes: the Registered Retirement Savings Plan (RRSP) or the Tax Free…