Marcy Ages is a passionate, detail-driven provider of financial planning services, including investment management and tax preparation. As founder of The Care Network, Marcy also works with other service professionals to support her high-net-worth clients with their estate planning and assisted living issues.
By Marcy Ages,Vice President & Certified Professional Consultant on Aging, T.E. Wealth This article was originally published on CWB Wealth Management’s blog. Transitioning to a new living situation can be stressful at any age. When doing this in your elder years due to a medical incident or death of a loved one, it can be […]
Canada is often looked to as a country that’s getting things right when it comes to public healthcare. In many ways, we live up to that reputation. But it turns out that government funding for retirees isn’t quite as generous as the average Canadian believes. Because of this, many of them aren’t aware of – […]
If you’re a member of the millennial cohort, now is a good time for you to educate yourself on some of the lesser-known tax deductions and credits that you might qualify for. These tips will help if you’re still paying off student loans, have work-related expenses, or if you have a diagnosed disease that requires […]
This winter’s extreme cold has undoubtedly led some Canadians to consider spending more time in the southern parts of the United States. If you’re spending the winter months down south, you’ll need to be mindful of a few things to ensure you’re onside with regulatory requirements and avoid paying any unnecessary fees. Here are a […]
With summer well under way, many of us are anticipating (or already enjoying) our favourite part of the season – summer vacation! With a bit of extra planning, you can stretch those vacation dollars to get more bang for your buck. Here are seven ways how. 1. Set up a travel fund Set up a […]
When the Tax Free Savings Account (TFSA) was first introduced in 2009 with an annual contribution limit of only $5,500, most people were less than enthused about this new tax shelter. Now, eight years later with the cumulative contribution limit of $52,000 (if you have never contributed before), it’s worth taking another look at. In […]
Dealing with the death of a loved one is stressful enough, and trying to sort out all of the issues that need to be addressed once the estate has been settled often poses an additional burden. To help simplify those mandatory must-dos, here’s a quick checklist of seven administrative tasks you should complete sooner rather […]
Changes to the federal budgets of 2016 and 2017 will soon affect certain tax credits that have been particularly beneficial to families in the past. Tax credits related to some children’s activities as well as tax benefits enjoyed by people who move their families for work have been reduced or eliminated altogether. So as you […]
With April just around the corner, you may have already started organizing your documents in preparation for your 2016 tax filing. While doing so, it’s a good time to set some practices in place now to make your 2017 filing as easy as possible. In addition to keeping the usual copies of any tax slips […]
So, you’ve made it through another holiday season and the New Year has begun. If you’re like most people, you probably spent a little more than you would have liked to so the last thing you want to think about is your finances. Good news. Here are some tax-saving tips to help boost your income […]
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