Ross Fleischhauer B.A., CFP®, R.F.P.®, CIM, FCSI®
Senior Financial Advisor, Co-Branch Manager
Safeguarding your family’s financial future
Well-Advised Newsletter
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Shining the spotlight on TFSAs
December 25, 2015 • Financial Literacy, Financial Planning
The contribution limit is likely to change (if the Liberals hold true to their campaign promise), but the Tax-Free Savings Account (TFSA) remains one of the most effective ways to accumulate capital. Are you using yours the right way? Read more…
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When retirement comes, expect the unexpected
December 25, 2015 • Retirement Planning
Your spouse needs a walker. Your adult kids are facing a cash crunch. Your house needs a new roof. Unexpected costs like these can erode your retirement savings. A flexible plan takes into account both known and unknown variables so the unexpected doesn’t derail your retirement. Read more…
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When estate planning needs are moving targets
December 25, 2015 • Estate Planning
How can you develop an estate plan when your goals may change over time? One answer is to choose a solution that’s flexible enough to meet a variety of objectives. Meet the “Swiss army knife” of estate planning. Read more…
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Make your charitable donations tax-smart
December 25, 2015 • Estate Planning, Financial Planning, Lifestyle, Tax Planning
By taking a strategic approach with your donations, you may be able to optimize the benefits to both the charity and yourself. Read more…
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Your RRIF — should you withdraw more than the minimum?
December 25, 2015 • Retirement Planning, Tax Planning
The conventional wisdom is to draw from the least-taxed sources first and put off withdrawals from more heavily taxed sources. This seems to make good sense from a tax perspective, but let’s look at what happens down the road. Read more…
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