Welcome to some Weekend Reading friends, thanks for visiting. Earlier this week, I got some mail from a few Brookfield companies I own, that related to a “U.S. Tax Package”. That was a little concerning but I have since figured out the issue and I intend to write a post about it in the coming weeks. That’s one of the challenges being a DIY investor, investing in individual stocks no less, you must stay on top of things and be tax savvy.
Earlier this week I launched yet another giveaway on my site – this one about a toolkit targeted to parents and educators who want to teach children about money – M is for Money – a kid’s guide to financial literacy. #MisforMoneyCA. Kudos to the author Teresa Cascioli for a neat initiative.
A few days ago I revisited this retirement case study. I believe the couple is in this article can easily retire in 10 years but then again, everyone’s goals in life are different. Check it out and tell me yours thoughts – would that be “enough” money and assets for you?
Thanks for supporting this site and being a fan. Have a great weekend!
In the Globe and Mail recently, here’s what $1.2 million can get you in the housing market. In most cases, luxury.
Ever seen this U.S. debt clock? Crazy. Last time I checked debt per U.S. taxpayer exceeded $160,000 but revenue was around $28,000. Good luck with that.
Tom Bradley shared five investing keys that don’t get enough attention. I like this point: “For long-term investors who are well diversified, loss of capital is not an issue, nor is short-term volatility, although both feature prominently in today’s discourse.”
Sure Dividend told us what he thinks the best U.S. dividend ETF is.
On She Budgets, here’s how a $20,000 investing loss was a great decision.
Dividend Value Builder profiled a company I expect will raise its dividend again this year.
I’ve questioned a few traditional financial rules on my site. Here is another – rethinking this bond matches your age formula.
Right about now, you’re probably getting a tax refund back from CRA or maybe you’re expecting one based on your 2015 tax file submission. Remember if you spend the RRSP refund then investing and maxing out your TFSA makes more sense.
I disagree with this: retirement planning should not require reliability from our government. At least this should be your mindset. Whether Old Age Security (OAS) payments start at 65 or 67, or 57 or 77, you should be planning on your own retirement and consider government benefits as surplus income not essential for living expenses.
Michael James on Money discussed bonds vs. annuities as part of your retirement plan. I think if you need steady income and if you’re likely to live a long life, annuities make sense. That’s a few “ifs” though.
Dividend Growth Investor had a take on focused (dividend) investing.
My friend The Blunt Bean Counter highlighted some changes that arrived with our recent federal budget.
This Tangerine Money-Back Credit Card is getting lots of love, of late. Starting this week all Canadians can now apply for the new MasterCard that is offering 4% Money-Back Rewards for the first three months in two categories of choice and 1% Money-Back Rewards on all other purchases, with no annual fee. Pretty good – just make sure you don’t carry a balance 🙂