Marcy Ages BA, CIM, CFP, CPCA, CLU, Author at T.E. Wealth

About Marcy Ages BA, CIM, CFP, CPCA, CLU

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.

Entries by Marcy Ages BA, CIM, CFP, CPCA, CLU

3 lesser-known tax tips for millennials

February 28, 2019 /0 Comments/in Blog, Strategies Newsletter /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

Staying onside when you’re stateside: regulatory reminders for Canadian snowbirds

February 27, 2018 /0 Comments/in Blog, Strategies Newsletter /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

7 ways to stretch your vacation dollars

July 18, 2017 /0 Comments/in Blog /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

How to make the most of your TFSA

June 29, 2017 /0 Comments/in Blog /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

7 things to do after settling a deceased spouse’s estate

May 3, 2017 /0 Comments/in Blog, Strategies Newsletter /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

Recent federal budget changes that could affect your family

April 12, 2017 /0 Comments/in Blog /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

How to simplify your tax prep

March 1, 2017 /0 Comments/in Blog /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

4 financial tips to start off 2017

January 9, 2017 /0 Comments/in Blog /by Marcy Ages BA, CIM, CFP, CPCA, CLU

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 […]

Time’s running out for tax savings in 2016

November 28, 2016 /0 Comments/in Blog /by Marcy Ages BA, CIM, CFP, CPCA, CLU

Tax planning may not be the most exciting thing to think about amidst the bustle of your December merry-making, but it’s the perfect time to take care of any last-minute tax items. Especially since some of these opportunities won’t exist after 2016! Wrap up your year with these last-minute – and, in some cases, last […]

Should you incorporate your small business?

November 15, 2016 /0 Comments/in Blog, Strategies Newsletter /by Marcy Ages BA, CIM, CFP, CPCA, CLU

Incorporating your small business certainly has its tax advantages, but there are a few financial housekeeping items you’ll need to put in order when you decide to make that leap. Here are some important implications you should be aware of. 1. Income Tax Savings Small Business Deduction If your business is a Canadian Controlled Private […]

About Marcy Ages BA, CIM, CFP, CPCA, CLU

Entries by Marcy Ages BA, CIM, CFP, CPCA, CLU

7 ways to stretch your vacation dollars

How to make the most of your TFSA

How to simplify your tax prep

4 financial tips to start off 2017

Time’s running out for tax savings in 2016

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