Send us a text In this episode, Planning Your Financial Future unpacks an unpredictable year in the markets, highlighting dramatic swings, shifting interest rates, and the nonstop noise that pushes investors to react. They explain why headlines can mislead, how volatility tests discipline, and why staying grounded is often the most effective strategy in uncertain times. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, an...
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Send us a text In this episode, Planning Your Financial Future unpacks an unpredictable year in the markets, highlighting dramatic swings, shifting interest rates, and the nonstop noise that pushes investors to react. They explain why headlines can mislead, how volatility tests discipline, and why staying grounded is often the most effective strategy in uncertain times. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, an...
Credits, Deductions & TFSAs—Oh My! Tax Hacks You Need Now
Planning your Financial Future
21 minutes
8 months ago
Credits, Deductions & TFSAs—Oh My! Tax Hacks You Need Now
Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week’s topics: Deductions vs Credits in personal TaxesTax Credits for Maximum SavingsFinancial Planning & Tax Optimization TFSAs: Benefits, Pitfalls, & ContributionThis is a general source of in...
Planning your Financial Future
Send us a text In this episode, Planning Your Financial Future unpacks an unpredictable year in the markets, highlighting dramatic swings, shifting interest rates, and the nonstop noise that pushes investors to react. They explain why headlines can mislead, how volatility tests discipline, and why staying grounded is often the most effective strategy in uncertain times. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, an...
