4 min read
How to make better financial decisions—without regret—in a crisis
How do you make no-regret decisions when you are in crisis? You follow the guidelines in what I call the Decision Crisis Playbook. The Decision
Tag : Estate Planning
4 min read
4 min read
How to make better financial decisions—without regret—in a crisis
How do you make no-regret decisions when you are in crisis? You follow the guidelines in what I call the Decision Crisis Playbook. The Decision
5 min read
“My first experience of buyer’s remorse has guided my spending ever since”
If Kerry K. Taylor looks familiar, you’ve likely seen her on TV, sharing smart personal finance tips on news and lifestyle shows like CBC’s The
When does the “plus 1” rule apply to a principal residence?
If I am willed a house and prefer to sell my primary residence to move into the inherited house, do I pay capital tax on the sale of my house?Is it
Where should you invest an extra $50,000 in your 60s?
I’m 62. Where would you advise that I invest $50,000 for retirement and savings?—Ty Where to invest a large sum of money when you’re in or
Where should you invest an extra $50,000 in your 60s?
I’m 62. Where would you advise that I invest $50,000 for retirement and savings?—Ty Where to invest a large sum of money when you’re in or
3 min read
Annuity Statements and 1099 R Tax Form Availability
Federal annuitants typically receive their updated Annuity Statement, with the COLA increase added, early January. OPM’s 1099 R Tax Forms aren’t
4 min read
The December CPI and Fixed Income Updates
The December 2022 Consumer Price Index (CPI) dropped .1%, the first drop in the CPI since December of 2020. A sign that inflation may be improving
The final tax return after death: How it gets done in Canada
Benjamin Franklin once wrote that “nothing is certain, except death and taxes.” Death is inevitable; however, how much tax we pay is unique to
3 min read
Too Trusting
HIGHLY INTELLIGENT people sometimes don’t know much about investing. Still, they can have a misplaced confidence in their own abilities and feel
5 min read
The Current State of Affairs and Reflections 2022
According to Gallup, three-quarters of Americans, including majorities of all party groups, are dissatisfied with the nation’s direction. The
5 min read
The Current State of Affairs and Reflections 2022
According to Gallup, three-quarters of Americans, including majorities of all party groups, are dissatisfied with the nation’s direction. The
5 min read
The High Functioning Happy Hour
A GYST Favorite: low-stress, no-strings Happy Hour gathering help get the questions in our minds out on the table, let’s talk about it. The High
A strategy for non-registered and TFSA accounts in retirement
I’ve got approximately $500,000 in non-registered investments. My TFSA is maxed out at $88,000. I’m planning on making yearly withdrawals from my
2 min read
Estate Planning for Your Graduate
If you are the parent of a high school senior about to graduate, you’re probably feeling a whirlwind of emotion right now. I know I am. My