Where’s the Money? Having the conversation with family members about estate and succession planning may not be the easiest. However, initiating the conversation may prove to be beneficial for all involved. There are options available for saving on fees, saving …Fall 2014 Bulletin | Tagged estate planning, financial literacy | Leave a comment
Still unsure about the differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? According to Alfred Roissl, a Toronto-based managing director with Desjardins Financial Security Independent Network, it’s all about the tax. First, let’s …BCNA Bulletin Articles | Tagged BCNA members, finance, financial literacy, naturopathic doctors, RRSP, tax savings | Leave a comment
In this excellent article in The Vancouver Sun titled ‘Climbing a Mountain of Debt’ by Yvonne Zaccharias we learn that Statistics Canada reported in September that the ratio of household debt to household income hit a record high of 163.4% …FINANCIAL LITERACY | Tagged Alphil Guilaran, budgets, buying, finances, financial literacy, Financial Literary Counsel, money, spending | Comments Off on November is Financial Literacy Month – are you financially literate?