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Simple Steps to Get Started with Your Estate Planning – Part Two

Helpful Tips, Insurance

Family on Dock

This is the second of a two-part blog series outlining some simple steps to get started on your estate planning. You can find the first part here.

Picking up from our last blog post, here are the next set of steps to help you approach and simplify your estate planning:

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Emblem Portfolios in Action

Investments, Tactical Updates

Emblem Portfolios in Action: Tactically increased international equity, reduced fixed income.

Current Target Asset Allocation Positioning as at March 5th 2015

Rationale behind the action:

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The State of Buybacks

Investment Views, Investments

I’ve seen a fair bit of news about swelling buybacks in the market, some condemning them as “financial engineering”, others praising the return of ever-piling cash on corporate balance sheets. Recently, I saw a Bloomberg article claim this is one of the most important factors in the market. I couldn’t disagree more.

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Simple Steps to Get Started with Your Estate Planning

Helpful Tips, Insurance

 Family Walking in Leaves

It's inevitable that we're all going to die at some point. Although it’s not the most pleasant of thoughts and not something we should dwell on, we should think about it long enough to get our estate in order. Unfortunately, estate planning is not enough of a priority for most Canadians.1

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When you need money: Spousal RRSP Considerations

Investments, Personal Finance

You have been contributing to a spousal RRSP for some years now. It can be a great way of income splitting in retirement. What's more, you get the deduction now and your spouse pays the tax later in retirement.

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It’s not too soon to think about 2015 RRSP/TFSA strategies

Investments, Personal Finance

You only have so many dollars to set aside for long term savings. And as a result, this question often arises: Which is the better vehicle to use, a Tax Free Savings Account (TFSA) or a Registered Retirement Savings Plan (RRSP)? Well, it depends. Here are some considerations.

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