Wills - My Own Advisor

Overlooked retirement income and planning considerations

Posted on October 18, 2023 by Mark | 44 Comments

Overlooked retirement income and planning considerations I’ve updated this overlooked retirement income and planning considerations to reflect some current thoughts now that interest rates are higher in 2023. Check it out! I’ve mentioned this a few times on my site: there…

What is an Executor of a Will and what do they do?

Posted on June 30, 2021 by Mark | 4 Comments

What is an Executor of a Will and what do they do? It is a bit of morbid thought maybe, but the role of an Executor is critical for estate planning and very much central to any estate management settlement…

Weekend Reading – New ventures, FIRE is not about retirement, dividend growth stocks and more!

Posted on January 9, 2021 by Mark | 24 Comments

Weekend Reading – New ventures, FIRE is not about retirement, dividend growth stocks and more! Hey Folks! Welcome to my latest (and first!) Weekend Reading edition of the new year – where I share some of my favourite articles from…

Making a Legal Will in Canada – LegalWills

Posted on January 7, 2021 by Mark | 49 Comments

Making a Legal Will in Canada – LegalWills Information and promotional links are current to the time of this post. The facts are, everyone should have a Will. A Will is for others – not for you. By making…

Weekend Reading – Dividend powerhouse, best U.S. dollar accounts, legal wills and more!

Posted on June 20, 2020 by Mark | 12 Comments

Weekend Reading – Dividend powerhouse, best U.S. dollar accounts, legal wills and more! Hi Folks! 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…

Beneficiaries for TFSAs, RRSPs, RRIFs and other key accounts

Posted on July 26, 2018 by Mark | 34 Comments

Beneficiaries for TFSAs, RRSPs, RRIFs and other key accounts The following is a sponsored post by Sun Life Financial, all thoughts and opinions are my own. It has been said there are two certainties in life – death and taxes.…

Don’t be an Idiot, Get a Will already

Posted on October 30, 2012 by Mark | 16 Comments

It’s rather sad to think about but as much fun life can be it must come to an end. For richer or poorer, everyone dies and without a Last Will and Testament (i.e., Will) the government (not you) decides how…