Objective Financial Partners Blog
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…
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…
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…
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…
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…
FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?
The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Photo by Worldspectrum from Pexels. Investing as a young person a lot different than it is…
Retirement math you need to know, from how long you’ll live to deferring CPP
The article “Retirement math you need to know, from how long you’ll live to deferring CPP” was originally published in Financial Post February 5, 2024, by Jason Heath. Photo by Junior Bastos of Pexels. Jason Heath: Go beyond how much you need to save with this surprising math. It is…
FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?
The article “FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by by rcphotostock. Gold should be used mainly as a hedge as opposed to a…
FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?
The article “FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels. Marginal tax rate is important to know because…
Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix
What’s a bigger driver of investment performance – asset allocation or your investing behaviour? Many people likely believe that neither of these is the biggest driver of portfolio performance, but instead that the biggest driver is security selection. There is evidence to suggest however, that security selection accounts for much…
FP Answers: How will cashing in my stock options affect my CPP contributions for the year?
The article “FP Answers: How will cashing in my stock options affect my CPP contributions for the year?” was originally published in Financial Post on October 6, 2023, By Julie Cazzin with Andrew Dobson. Photo by by TonyIaniro from Getty Images. If you are healthy there may be a benefit to…
6 retirement strategies that don’t get talked about enough
The article “6 retirement strategies that don’t get talked about enough” was originally published in Financial Post November 15, 2023, by Jason Heath. Photo by AndreyPopov from Getty Images. Jason Heath: These alternative strategies can help you achieve the best retirement possible. Retirement is the pinnacle of most Canadians’ financial plans.…
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