Objective Financial Partners Blog
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.…
Understanding Money Trauma: Navigating Overspending with the Window of Regulation
You could have money trauma. Like all trauma, it’s different for everyone. At the very least, you may have some emotional wounding, cognitive distortions, or negative feelings around money. I’ll explore these themes more deeply in separate articles. Suffice to say for now that there is trauma around money. Some…
These tips can help you avoid financial pain amid the emotions of losing a spouse
The article “These tips can help you avoid financial pain amid the emotions of losing a spouse” was originally published in Financial Post October 11, 2023, by Jason Heath. Photo by T Leish from Pexels. Advance planning and avoiding major decisions until after the mourning period are among the keys…
FP Answers: Are segregated funds my best investment choice like my adviser says?
The article “FP Answers: Are segregated funds my best investment choice like my adviser says?” was originally published in Financial Post on October 6, 2023, By Julie Cazzin with Andrew Dobson. Photo by simarik from Getty Images Signature. Funds offer several features in one product, but those features come at a…
FP Answers: What should an investor do if they own a lot of shares in one company?
The article “FP Answers: What should an investor do if they own a lot of shares in one company?” was originally published in Financial Post on May 5, 2023, updated on October 5, 2023. By Julie Cazzin with Andrew Dobson. Photo by by kenneth-cheung from Getty Images Signature. There is a…
FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?
The article “FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?” was originally published in Financial Post on August 18, 2023, Last updated October 5, 2024. By Julie Cazzin with Andrew Dobson. Photo by Kampus Production from Pexels. Q: I am…
FP Answers: What are the problems associated with holding U.S. stocks in a TFSA?
The article “FP Answers: What are the problems associated with holding U.S. stocks in a TFSA?” was originally published in Financial Post on July 28, 2023, Last updated Jan 10, 2024. By Julie Cazzin with Andrew Dobson. Photo by DangerJacobs from Getty Images. You may be able to have your cake…
How to develop a retirement plan
No matter how many years until you plan to retire, there is a benefit to retirement planning to determine your long-term financial trajectory. A retirement plan can help you assess how much you should be saving each month in order to stay on track, and how much you need to…
RRIF withdrawal rules for retirees need to be updated
The article “RRIF withdrawal rules for retirees need to be updated” was originally published in Financial Post July 5, 2023, by Jason Heath. Photo by Yan Krukau from Pexels. Retirees should beware of using the RRIF conversion age or the minimum withdrawal schedule as a guideline. The government and the…
FP Answers: Can opening a joint investment account with my teenager reduce my taxes?
The article “FP Answers: Can opening a joint investment account with my teenager reduce my taxes?” was originally published in Financial Post on June 9, 2023, By Julie Cazzin with Andrew Dobson. Photo by Joslyn Pickens from Pexels. Putting investments in his name just to save tax and then using the…
Determining Your Financial Independence Number and Sustainable Withdrawal Strategy
We’re excited to share Build Wealth Canada’s podcast episode featuring our own financial planning expert, Jason Heath. In this episode, Jason breaks down the complexities of determining your financial independence number and lays out effective, sustainable withdrawal strategies for your investment portfolio. From DIY tips to insights gained from his…
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