Objective Financial Partners Blog
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What’s Involved In Moving Investments From A High-fee Advisor To A DIY Setup?
The article “What’s Involved In Moving Investments From A High-fee Advisor To A DIY Setup?” was originally published on MoneySense on May 27, 2020. Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him and his wife transition to managing their…
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Should You Update Your Financial Plan Given Recent Volatility?
The article “Should You Update Your Financial Plan Given Recent Volatility?” was originally published on MoneySense on May 22, 2020. Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s also important to revisit your financial plan to reflect changes in…
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The Pros And Cons of a Dividend Reinvestment Plan
The article “The Pros And Cons of a Dividend Reinvestment Plan” was originally published on MoneySense on May 20, 2020. You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them for TFSA contributions, or to help fund living expenses. Q. What…
Read MoreHere’s What Kind Of Return You Can Expect From Stock Markets Going Forward
The article “Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward” was originally published on Financial Post on May, 19, 2020. These factors will help investors and advisors set appropriate expectations about returns Recent stock market volatility has put a spotlight on daily market…
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How To Protect Personal Assets If Your Business Fails
The article “How To Protect Personal Assets If Your Business Fails” was originally published on MoneySense on May 6, 2020. With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she’s unable to repay business loans that are tied to her personal finances. …
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10 Podcasts To Amp Up Your Investing And Financial Confidence
The article “10 Podcasts To Amp Up Your Investing And Financial Confidence” was originally published on MoneySense on May 3, 2020. These Canadian resources make it easy to bone up on a wide range of money concerns. Q. I’m 30 years old and would like to learn more about saving,…
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“Records Of My Stock Purchase Have Disappeared. What Now?”
The article “Records Of My Stock Purchase Have Disappeared. What Now?” was originally published on MoneySense on April 22, 2020. Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss to offset some capital gains, but neither the brokerage nor the…
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Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships
The article “Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships” was originally published on Financial Post on April 21, 2020. A properly crafted estate plan should envision the financial and family implications that can draw out for years to come. This is the final instalment of a…
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Should You Consider Using Joint Accounts To Avoid Probate?
The article “Should You Consider Using Joint Accounts To Avoid Probate?” was originally posted on MoneySense on April 16, 2020. Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is no longer able to do so herself? The alternatives are less…
Read MoreCOVID-19 Financial Support For Working Seniors
The original article “COVID-19 Financial Support For Working Seniors” was published on MoneySense on April 14, 2020. You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS. Q. I am still working, and also receive Canada Pension Plan (CPP) and Old Age Security (OAS)…
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The Basics of Starting Your Own Business
The article “The Basics of Starting Your Own Business” was originally published on MoneySense on April 8, 2020. Looking to earn some money through self-employment or a side hustle? Here’s what to know about the setup and tax implications before you get started. With job insecurity on many of our…
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Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check
The article “Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check” was originally published on Financial Post on March 24, 2020. There are ways to reduce or avoid probate fees and reasons to try to, but there are some things to take into consideration…
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