Matt Buie
CFP®
Safeguarding your family’s financial future
Well-Advised Newsletter
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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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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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Should you name a child as executor?
December 14, 2018 • Estate Planning
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
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Minimizing taxation of estate assets
October 12, 2018 • Estate Planning
There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
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Vacation property solutions for a taxing problem
March 25, 2018 • Estate Planning
If you own vacation property or expect to in the future, you may be saddled with a hefty tax bill when you sell the property or leave it to your children or grandchildren. Fortunately, there are a number of ways to minimize or offset the taxes. Read more…
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When the nest empties, life changes
September 24, 2017 • Estate Planning
When children grow up and leave home, it can be an emotional time. But then, practical matters come into view, including insurance updates and the benefits of downsizing. Taking time to consider the financial side of an empty nest can benefit the whole family. Read more…
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What happens after you pay off the mortgage?
March 25, 2017 • Estate Planning
So you’ve paid off the mortgage. What’s next? Read more…
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Living trusts – not only for the rich and famous
September 24, 2016 • Estate Planning
Do you think trusts only benefit the ultra-wealthy? Think again. Whether you’re looking to pass on your business, transfer property, or leave something to charity, a trust can be a useful tool – even to those of modest net worth. Here are some examples. Read more…
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Is your home a nest or nest egg?
March 25, 2016 • Estate Planning, Retirement Planning
For many retirees, deciding whether or not to downsize can be a struggle that touches on both emotional and financial considerations. Here are some thought-starters that can help you arrive at the decision that’s right for you. Read more…
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