Matt Buie
CFP®
Safeguarding your family’s financial future
Well-Advised Newsletter
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The Playbook - April 22, 2019
April 18, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - April 15, 2019
April 15, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - April 8, 2019
April 08, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Portfolio Construction - The Fed is the new macro
April 05, 2019 • Portfolio Construction
Stock markets have rallied significantly and consistently since 2009 when central banks cut interest rates to zero and increased the money supply through quantitative easing (QE) programs. Ten years later, these measures are largely still in place.
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How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
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Next best thing to saving tax now
April 01, 2019 • Tax Planning
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
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Retiring gradually
April 01, 2019 • Retirement Planning
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
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The Playbook - April 1, 2019
April 01, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Leaving more to your heirs
April 01, 2019 • Estate Planning
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
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When do you need a power of attorney?
April 01, 2019 • Estate Planning
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
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