by Financial Tech Tools | Jan 31, 2023 | Blog, Family, health benefits, life insurance, retirees
When thinking about retirement, it can be overwhelming to figure out all the numbers, like what age you’re going to retire, how much money you need and how long do you need the money to last. We’ve put together an infographic checklist that can help you...
by Financial Tech Tools | Jan 2, 2023 | 2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account
Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
by Financial Tech Tools | Dec 6, 2022 | 2022, 2022 Only, Blog, Business Owners, Financial Planning, tax
Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary/Dividend MixAs a business owner, an essential part of tax...
by Financial Tech Tools | Dec 5, 2022 | 2022 Only, Blog, Individuals
The end of 2022 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered four different major types of 2022 personal tax tips:Investment...
by Financial Tech Tools | Oct 31, 2022 | Blog, Charitable Gifting, tax
Why do individuals give to charity: ● Leave a legacy ● Essential to organizations ● Meaningful tax relief for contributors There are many ways to give and lots of potential tax savings: 1. Simple Cash Gifts – Charitable tax credit 2. Gifts in Kind –...
