A Short Commentary on Tax Refunds

Are you getting a refund on your tax return this year? If so have you thought about what you will do with the money? Let me set the perspective for you. This money is not found or even fun money, like the toonie in the couch cushions or the twenty you forgot in your...

The Sleepy Budget

I would be remiss to not write a blog post on the recent federal budget, even though it is not an exciting topic except for a data geek like me. It was a rather ho hum budget but there are 2 relevant facts to note. First some of the more important announcements came...

Be Kind to Your Future Self

In the last blog post Evelyn Jacks, tax expert laid out the analogy of our financial lives being the floors of a building. It is the stage of our life where we have discretionary income that will determine if we get to the room with the best view. If we manage our...

The Room With the Best View

Most of my blog posts stem from the situations that I observe in both my professional and personal life. However, sometimes other financial professionals set out a very good case for financial planning that needs to be shared with my readers. Therefore the next 2 blog...

The Best Motivation to Do Your tax Return

As the CEO of your own financial company here is a motivation to do your tax return in a timely manner. Most clients reading this blog post will get a refund. Take the amount of your refund and divide it by the number of hours it takes to do your tax return. For most...