Financial checkup – Investment Executive

Financial sector can cope with uneasy markets despite lacklustre results

gregmeckback — Tue, 11 Apr 2023 04:12:00 +0000

Net income for the firms in the Profit Survey declined by 12% on average

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Financial Checkup: Can a 40-something couple retire?

Jean-Marc Jutras — Fri, 18 Sep 2015 04:00:00 +0000

With one good salary, significant investments, several rental properties and no children, Jen and Marc are in a good position for early retirement. But they need to take steps to minimize taxes and ensure financial security

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Financial checkup: Are this couple’s goals attainable?

Jean-Marc Jutras — Mon, 27 Jul 2015 04:00:00 +0000

A pediatrician and his wife, an interior decorator, want to ensure their high joint income creates a comfortable retirement for themselves and security for their two young children

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Financial checkup: Widower focused on daughters

Alan — Sun, 01 Feb 2015 05:00:00 +0000

Jacob, a 50-year-old widower in Winnipeg with 12-year-old twin daughters, should be able to spend enough to ensure that he and his children will be well protected financially in the future

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Financial Checkup: Laid-off 60-year-old need not fear

Alan — Mon, 27 Oct 2014 04:00:00 +0000

Although Susan, who recently was let go from her job, had been counting on an annual salary of $80,000 for the next five years to fund her retirement, she still is capable of reaching her goals if she follows the advice that these two advisors offer

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Financial Checkup: Young couple face tough choices

Alan — Mon, 22 Sep 2014 04:00:00 +0000

Although Sarah and Bob, both 28 years old, earn a good living, they have significant debts as a result of Bob's overspending ways. Nevertheless, two advisors say the couple could meet their short- and long-term financial goals by using discipline

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Financial Checkup: Fast-tracking retirement savings

Alan — Mon, 28 Jul 2014 04:00:00 +0000

An affluent but not rich couple have adult children and no mortgage. The couple need a strategy that will allow them to top up their RRSPs and provide for medical expenses while preserving their comfortable lifestyle

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Financial Checkup: Cross-border tax issues loom large

Alan — Sat, 24 May 2014 04:00:00 +0000

A Toronto couple - he's a U.S. citizen and she's Canadian - must take several crucial steps regarding their tax status. And their choice of retirement locations, whether in Canada or the U.S., will hinge on key financial factors

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Financial checkup: Reducing capital gains with a trust

Alan — Mon, 28 Apr 2014 04:00:00 +0000

A wealthy family looks for advice about how to reduce taxes on future capital gains, including transferring the anticipated increase in the appreciation in the husband's shares in the firm in which he works to his wife and the three children

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Financial checkup: Couple should consider insurance

Alan — Mon, 16 Dec 2013 05:00:00 +0000

Although Patricia and Tom, a couple in Halifax who are both 58 years old, will have no problem in meeting their ambitious retirement and estate goals, buying insurance could reduce many risks in their plans as well as increase their estate

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