Matt Buie
CFP®
Safeguarding your family’s financial future
Well-Advised Newsletter
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How to save tax as a couple
June 21, 2019 • Tax Planning
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
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How often should you check your portfolio?
June 21, 2019 • Investment Planning
Investors these days can check their portfolio whenever they wish. But just because we can, does it mean we should? Find out what’s appropriate and what may pose a problem.
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Are you entering the retirement risk zone?
June 21, 2019 • Retirement Planning
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
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The Playbook – June 24, 2019
June 21, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Does your spouse have a different investment personality?
June 21, 2019 • Financial Planning
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all.
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When education savings may need a boost
June 21, 2019 • Financial Planning
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you.
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The Playbook - June 17, 2019
June 17, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Big Picture-The Active versus Passive Debate Evolves
June 07, 2019 • The Big Picture
Historically, Canada has been slower to adopt new investing vehicles than either the U.S. or Europe.However, once Canadians buy in, they are every bit as interested in these new tools as their international compatriots.
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The Playbook - June 10, 2019
June 07, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - June 3, 2019
June 03, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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