Objective Financial Partners Blog
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FP Answers: What are the tax consequences of selling a small business to my son?
The article “FP Answers: What are the tax consequences of selling a small business to my son?” was originally published in Financial Post on April 12, 2024. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels. Get the value appraised before you do anything. Q: I want to…
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6 Steps to Financial Decluttering
Overwhelmed by the number of bills and credit card statements piling up on your desk? Not finding the time to review the performance of your investments? Missed a bill payment, got charged NSF, or misplaced your financial documents? You are not alone. Nearly one in four people have either lost…
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How to change a past tax return
The article “How to change a past tax return” was originally published in MoneySense on April 8, 2024. Photo by Mohamad Faizal Bin Ramli from Getty Images. You can amend previous tax returns to include new information, such as investment management fees for a non-registered account. Here’s how. Ask…
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Should you buy life insurance to pay for tax owed upon death?
The article “Should you buy life insurance to pay for tax owed upon death?” was originally published in MoneySense on April 1, 2024. Photo by charliepix from charliepix. When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your beneficiaries from taxes…
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Should you claim your common-law partner on your taxes?
The article “Should you claim your common-law partner on your taxes?” was originally published in MoneySense on March 25, 2024. Photo by by Mikhail Nilov from Pexels. Changing your status to common-law has an impact on your tax return and government benefits. Here’s how to know when you should take…
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Planning For Retirement With Little Or No Savings To Draw On
The article “Planning for retirement with little or no savings to draw on” was originally published in MoneySense on October 26, 2022, reposted March 20, 2024. Photo by by RomoloTavani from Getty Images. Financial planning advice is often catered to wealthier Canadians. What can retirement look like for those without…
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What will your income be in retirement? The answer goes well beyond investment returns
The article “What will your income be in retirement?” The answer goes well beyond investment returns” was originally published in Financial Post on March 11, 2024. Photo by by Creativa Images. You may have more money coming in than you think. Jason Heath lists the potential sources. The financial industry…
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5 Financial Essentials for Women
Author’s note: Life can feel incredibly expensive. This article is written by a financial planner, so there is some bias – I’m likely to recommend strategies that apply to women in general to manage financial risk. However, it’s important to recognize that the ‘essentials’ I discuss may not be universally…
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RRIF and LIF withdrawal rates: Everything you need to know
The article “RRIF and LIF withdrawal rates: Everything you need to know” was originally published in MoneySense on March 6, 2024. Photo by by fizkes from Getty Images. Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know about RRIF withdrawals. At some…
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The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company
The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices originally published Published Jun 14, 2021 • Last updated Mar 04, 2024. Photo by Tima Miroshnichenko from Pexels. How to extract money from your corporation while avoiding tax complications Funds can…
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Real-life cases show benefits of ‘quarterback’ planning for business owners
The article “Real-life cases show benefits of ‘quarterback’ planning for business owners” was originally published in Canadian Family Offices on March 4, 2024. Photo by Samson Katt from Pexels. These individuals are prone to suffer financially when well-intended advice comes solely from siloed advisors, writes Nancy Grouni. As a Certified…
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FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?
The article “FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?” was originally published in Financial Post on March 1, 2024. By Julie Cazzin with Andrew Dobson. Photo by by Zolak from Getty Images. Options are plentiful, but just remember that do-it-yourself investing can be overwhelming. Q: My…
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