Defeating fraud

Published by Josee & Deb on Jul 27, 2017

It's a headline that appears all too often. Fraudsters posing as agents from the Canada Revenue Agency (CRA) call innocent Canadians saying they owe back taxes. The call sometimes includes a threat of... Continue reading

Tax return checklist

Published by Josee & Deb on Mar 17, 2017

What do you need to file your taxes? Use this checklist to help make sure that you're providing your accountant or tax specialist with everything he or she needs, and that you aren't missing opportunities... Continue reading

Less than one month to go!

Published by Josee & Deb on Feb 10, 2017

Tick, tock.   It’s February and we’re in Canada, which means two things. One, it’s really, really cold. And two, you’ve got less than a month to make contributions to your RRSP that will count for tax... Continue reading

Dealing with debt before (or during) retirement

Published by Josee & Deb on Dec 20, 2016

Baby boomers - one of the wealthiest generations in history - are heading into retirement. They're ready to kick back and finally enjoy the fruits of their labours. Yet despite the lure of an early and... Continue reading

Year-end tax planning tips

Published by Josee & Deb on Nov 29, 2016

As December 31st approaches, it's a good time to look at some tax planning that needs to be implemented prior to year-end. Here's a list of tax tips to keep in mind.  ... Continue reading

Seeking shelter in stormy seas

Published by Josee & Deb on Oct 28, 2016

Many Canadians are apprehensive about investing. And who can blame them? Between plunging oil and commodity prices, and the Canadian dollar's free fall, the economy has taken a big hit. So has investor... Continue reading

Have your latte and drink it too!

Published by Josee & Deb on Aug 20, 2016

Every month our website has six new feature articles to help keep you informed about personal finance and daily living. This month the article from Jim Wang gives us three easy examples of how taking ... Continue reading

Embrace Italy's La Dolce Vita

Published by Josee & Deb on Jul 22, 2016

Italy welcomed 47.7 million international visitors in 2013, and no wonder: Italy offers something for everyone. Whether you're looking for the ancient or the modern, famous art or yet-to-be-discovered... Continue reading

Millennials and money

Published by Josee & Deb on Jun 30, 2016

They’re poised to overtake the baby boomers as the largest living generation. Within five years, they’re expected to make up half the global workforce. Yet millennials face distinct challenges as they... Continue reading

Away from it all

Published by Josee & Deb on May 13, 2016

Is cottage ownership for you?   If you've ever dreamed of owning a cottage, with summer weekends on a dock and the call of loons in the air, you're not alone. Spending time at a cottage is a top priority... Continue reading