Welcome to the most approachable and informative financial planning site online! Our mission: to offer objective, relevant and insightful information to help make your financial and personal life more rewarding.

Book Header
18
Mar
2011

Time to put that refund to work!

By David Christianson, BA, CFP, R.F.P., TEP

Tax season is in full swing, and I know people who have already received their refund. Things happen a lot faster in the electronic age, as income tax preparation software improves and electronic filing means that the first people in the queue get their refunds in record time.
Getting cash back at this time year is [...]

Tags: , , , ,
Categories: Consumer and Money Saving Tips, Financial Planning, Investing, RRSPs & TFSAs

Read More No Comments

15
Mar
2011

We need to do what we can for Japan

By David Christianson, BA, CFP, R.F.P., TEP

I have been overwhelmed looking at coverage of the disasters in Japan.  We have to all contribute to the relief effort, as this is a series of catastrophes on a scale to which I can hardly relate.
Donations can be made online in a matter of minutes, to organizations like the Canadian Red Cross (www.redcross.ca 1-800-418-1111), the [...]

Tags:
Categories: Donations, Personal Reflection

Read More No Comments

11
Mar
2011

Identity Theft

Identity theft in Canada:

The majority of Manitoba and Saskatchewan residents (82%) are concerned about becoming a victim of identity theft, according to a recent report from TD.*
Every year, thousands of Canadians fall prey to identity thieves and are left with big bills, bad credit and a tarnished reputation. There’s also a personal toll that comes [...]

Tags: ,
Categories: Insurance and Risk Management, Market Commentary

Read More No Comments

11
Mar
2011

Credit score key to monitoring ID theft?

By David Christianson, BA, CFP, R.F.P., TEP

In the past two weeks, I have received 11 e-mail requests from various banks, asking me to either help them with their security or confirm no one has hacked into my online banking accounts.  And these are just the ones that snuck through the spam filter.
Most of them want me to log onto a website [...]

Tags: , ,
Categories: Insurance and Risk Management, Market Commentary

Read More No Comments

4
Mar
2011

Implementing a “no salary” regime

By David Christianson, BA, CFP, R.F.P., TEP

It’s been a busy year so far. In the last eight weeks, we have outlined a system for you to manage your investments and your investment psychology, talked about whether you should focus on RRSP or TFSA in your situation, touched on credit scores and powers of attorney, and reviewed the new mortgage rules.
We also [...]

Tags: , , , ,
Categories: Investing, RRSPs & TFSAs

Read More No Comments