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Your keyword is "assets". 27 records found.

Issue 82 - CSANews 82
CSANews Issue 82 :- Two mothers, two dogs, Pat & me, lots of baggage, a new winter home and four months in Florida. We made it! We can now, officially, be called “snowbirds.”...
csanews-82  

Proposed Border Fee for Canadian Snowbirds - Proposed Border Fee
The United States government wants Canadians to pay to enter the United States to help ease their desperate financial situation....
proposed-border-fee  

Birdtalk - Right of Survivorship
Dear Bird Talk, Perhaps you think that when a couple has a joint bank account with right of survivorship that no changes will be made after the death of one partner. When my husband passed away, I found out that this is not so with our account at...
bird-talk/faq/138/Right-of-Survivorship  

Birdtalk - Information Meetings
Just over 200 listened with appreciation (half-Canadian and half-American audience). The presentation was so well received that one of our American friends asked Gerry if he would consider becoming an American citizen, so he could work on some of...
bird-talk/faq/288/Information-Meetings  

CSA Articles - SEGREGATED MUTUAL FUNDS: Are They Too Good to be True?
SEGREGATED MUTUAL FUNDS: Are They Too Good to be True? You will pay anywhere from 40 to 100 extra basis points per year in management fees for the guarantee, but there is no medical exam for the insurance guarantee, even for those 75 years of age or...
csa-articles/post/27/SEGREGATED-MUTUAL-FUNDS:--Are-They-Too-Good-to-be-True?  

CSA Articles - Dundee and the CSA
Dundee and the CSA For those of you interested in financial planning issues (and these days, who isn't?), you'll be pleased to know that the CSA has renewed its alliance with Fortune Financial, soon to be under the umbrella of Dundee Wealth...
csa-articles/post/49/Dundee-and-the-CSA  

CSA Articles - Florida Power of Attorney
Florida Power of Attorney In a previous article regarding wills in Florida, I had indicated that it was not necessary to have a separate will (or a Florida will) to dispose of property owned in Florida. - Snowbird Info - CSA Articles ......
csa-articles/post/131/Florida-Power-of-Attorney  

CSA Articles - The Trials of Noah
The Trials of Noah The Lord came to Noah in Canada in the year 2003. Earth was wicked and over populated. - Snowbird Info - CSA Articles ......
csa-articles/post/519/The-Trials-of-Noah  

CSA Articles - Elder Abuse
Elder Abuse Dr. Elizabeth Podnieks, one of Canada's leading authorities on elder abuse speaks out. - Snowbird Info - CSA Articles ......
csa-articles/post/725/Elder-Abuse  

CSA Articles - Bearing Up in Bad Times
Bearing Up in Bad Times No one could have anticipated the $5 trillion U.S+ drop in equity markets, the massive drop in interest rates and GIC returns, and the horror of the barbaric terrorist assault on all of us when the planes were hijacked in the...
csa-articles/post/735/Bearing-Up-in-Bad-Times  

CSA Articles - Bear Proofing Your Future
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csa-articles/post/767/Bear-Proofing-Your-Future  

CSA Articles - The Evolution of Personal Finance Risk Management and Tax Efficiency
The Evolution of Personal Finance Risk Management and Tax Efficiency In this current "bear market" environment, the primary concern for most retired Canadians should be the preservation of their capital and the maintenance of their cash flow. -...
csa-articles/post/791/The-Evolution-of-Personal-Finance-Risk-Management-and-Tax-Efficiency  

CSA Articles - Letter from the Editor Issue 36
Letter from the Editor Issue 36 Awarm welcome to Barry Lavalley who has written one of our feature "Lifestyle" articles this issue and, of course, we always turn to Dave Hunter, the author of Along the I75, for driving tips and routes to our...
csa-articles/post/841/Letter-from-the-Editor-Issue-36  

CSA Articles - A New Financial Paradigm of the Age of Prosperity
A New Financial Paradigm of the Age of Prosperity From June, and continuing throughout summer 2000 until Thanksgiving, the CSA, in conjunction with its financial sponsor, Dundee Wealth Management, is presenting more than 60 totally new...
csa-articles/post/869/A-New-Financial-Paradigm-of-the-Age-of-Prosperity  

CSA Articles - Dollars and Sense Issu 34
Dollars and Sense Issu 34 We started the 1999 CSA seminar season in May, knowing full well that after out-of-country health care issues, taxation, retirement income, and estate planning follow closely in terms of importance to members. - Snowbird...
csa-articles/post/899/Dollars-and-Sense-Issu-34  

CSA Articles - Simplify Your Financial Life
Simplify Your Financial Life To enjoy a happier and more enjoyable financial life in retirement, it seems that an old adage needs to be followed: Less is more! - Snowbird Info - CSA Articles ......
csa-articles/post/922/Simplify-Your-Financial-Life  

CSA Articles - Sustainability: “Skill vs. Luck”
Sustainability: “Skill vs. Luck” A few months ago, I was discussing last year’s equity returns with a good friend of mine and he mentioned that his advisor did quite well, having returned 14%. Unfortunately, the corresponding index returned...
csa-articles/post/1196/Sustainability:-Skill-vs.-Luck  

CSA Articles - Do I Need a Florida Will or Power of Attorney?
Do I Need a Florida Will or Power of Attorney? How often the dialogue goes something like this – “We own property in Florida, and have been told that we need a Florida will to deal with that property – is that so?” The answer is a...
csa-articles/post/1670/Do-I-Need-a-Florida-Will-or-Power-of-Attorney?  

CSA Articles - Assets of vanished Montreal investment adviser frozen
Assets of vanished Montreal investment adviser frozen Securities regulator says up to $50 million diverted in a kind of Ponzi scheme. - Snowbird Info - CSA Articles ......
csa-articles/post/1734/Assets-of-vanished-Montreal-investment-adviser-frozen  

CSA Articles - How to fix a broken retirement
How to fix a broken retirement Simple suggestions for getting the financial side of retirement back on track. To call it a downturn would be an understatement. For retirees, the past year or so has been nothing short of a disaster. - Snowbird...
csa-articles/post/1756/How-to-fix-a-broken-retirement  

CSA Articles - Time to refinance?
Time to refinance? Quick questions to ask yourself before refinancing your mortgage As stormy as the North American housing market has been over the past several months, there has been a silver lining underneath all of the clouds: mortgage rates. -...
csa-articles/post/1799/Time-to-refinance?  

CSA Articles - The loonie soars
The loonie soars It’s been a good year for the loonie. In the midst of a severe global recession, the Canadian dollar has turned in a strong performance, although that performance certainly hasn’t been slow and steady. - Snowbird Info -...
csa-articles/post/1860/The-loonie-soars  

CSA Articles - Gold and Your Portfolio: Is it Time to Invest in Gold?
Gold and Your Portfolio: Is it Time to Invest in Gold? Throughout history, gold has been a standard of economic value, a ceremonial ornament, an artistic medium and an almost-universal currency. Gold’s position of privilege seems...
csa-articles/post/1932/Gold-and-Your-Portfolio:-Is-it-Time-to-Invest-in-Gold?  

CSA Articles - The Ins and Outs of Dividend Investing
The Ins and Outs of Dividend Investing Looking for income and growth? Look for dividends. Lately, investors have been faced with a difficult choice. On one hand, equity investors have been shaken by ongoing stock market volatility. On the...
csa-articles/post/2006/The-Ins-and-Outs-of-Dividend-Investing  

CSA Articles - How to Make an Effective Charitable Donation - A Six Step Process to Ensure That You Get the Biggest Bang For Your Charitable Buck
How to Make an Effective Charitable Donation - A Six Step Process to Ensure That You Get the Biggest Bang For Your Charitable Buck Of all the things we do in life, there are few more satisfying than making a charitable gift. Whether it's for a...
csa-articles/post/2097/How-to-Make-an-Effective-Charitable-Donation---A-Six-Step-Process-to-Ensure-That-You-Get-the-Biggest-Bang-For-Your-Charitable-Buck  

CSA Articles - Are Home Equity Loans a Viable Financial Strategy?
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csa-articles/post/2129/Are-Home-Equity-Loans-a-Viable-Financial-Strategy?  

CSA Articles - Tax-Free Savings Accounts: What You Need to Know
Tax-Free Savings Accounts: What You Need to Know TFSAs offer Canadians an intriguing way to save for their retirement Tax-Free Savings Accounts (TFSAs for short) aren't exactly new – they were created by the federal government back in 2008. But...
csa-articles/post/2166/Tax-Free-Savings-Accounts:-What-You-Need-to-Know