RESP withdrawal rules and strategies
Because of the rules around RESP withdrawals, you should consider some strategies to make your withdrawals as efficient as possible. Learn how.
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Practising Physicians
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TFSA vs. RRSP for physicians: 5 case studies
Discover how five physicians at different career stages capitalized on the tax advantages of RRSPs and TFSAs.
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The ultimate guide to estate planning for Canadian physicians
From understanding the importance of an estate plan to getting it done, this guide will help get you thinking about how to meet your estate planning needs.
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Executors 101: Choosing an executor to administer your estate
Your executor has a big role to play in settling your estate. Here's what you need to know to make the right choice for you.
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How to talk to your children about their inheritance
It’s a good idea to share at least some of your wealth transfer plans with your adult children. Here are some tips for how to start the conversation.
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Estate planning checklist: Everything you need to think about
Whether you need to create a new estate plan or update an existing one, review our checklist to make sure you've got what you need.
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Three key findings about Canadian physicians and financial literacy
Most practicing medical doctors in Canada don't feel well-educated about personal finance, and many of them report feeling "stressed" about making financial decisions regarding their priorities.
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Five tips to get retirement ready
Here’s 5 tips that you can use now to keep your retirement plans on track.
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Are you taking the right vacations? Making the most of your down time
With burnout on the rise, it’s important for physicians to take vacations that leave them feeling rested and refreshed. Learn how to maximize your time off.
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Tax planning in a pandemic: How to adjust for 2021
If your income has been affected by the COVID-19 pandemic, here’s what you need to know.
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The dos and don’ts of financial planning for locums
Financial advice for locum tenens: tax planning, incorporation, insurance.
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Fed stays put on rates but dot plots rise
No changes to U.S. Federal Reserve monetary policy. The Fed holds rates and continues with asset purchases, expect at least one rate hike by the end of 2023 as the post-pandemic bounce-back takes hold
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CEBA: Physicians’ questions about the loan
The CEBA is an interest-free loan that can be accessed by eligible businesses that are facing financial hardship due to the COVID-19 pandemic. Learn more.
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Do young physicians need an estate plan?
Does estate planning seem like something for much older and much wealthier people? Think again. Learn what you can include in your estate plan now.
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The Bank of Canada raises interest rates
The Bank of Canada raises its target for the overnight rate to 0.50% and expects further increases ahead as the economy continues to expand and inflation remains elevated.
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So you want to be a landlord?
Do you dream of buying a rental property? Explore the pros and cons of investing in real estate in Canada, and read our tips to start earning rental income.
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Claim your investment fees on your tax return
Carrying charges are expenses you incur to earn investment income in non-registered accounts: fees to manage or take care of your investments and fees for certain investment advice.
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Phishing: Top tips for Canadian physicians
Learn how to spot a phishing attack and avoid falling victim to phishing scams with our tips and examples of what to avoid.
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What are probate fees and how to avoid them
Learn what probate fees are and how to reduce or avoid them altogether when finalizing your estate plan.
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Tax tips for physicians
Learn which tax credits, deductions and government benefit programs you might be eligible for as a practising physician in Canada.
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