Latest Tax free Podcast Episodes
Can your family afford to keep their cottage?
Stages | Simple advice to help you win financially - October 01, 2021 14:00 - 4 minutesThe cost of living in Canada is growing and one of the most drastic examples of this is property values. People are not only paying outside their price range on their homes, but also their cottages. It may be time to evaluate if your recreational property is worth the investment.
Everyone should have multiple income sources
Stages | Simple advice to help you win financially - September 01, 2021 14:00 - 4 minutesThese days, with lifestyle expenses soaring, everyone should be creating multiple revenue streams. One income just doesn’t cut it any more. On top of your job, two more ways you can bring in money are developing a side hustle and creating a passive income strategy. Let me tell you about our team...
What does financial planning looks like at different life stages?
Stages | Simple advice to help you win financially - August 03, 2021 13:00 - 5 minutesAs soon as you’re working, it’s a good time to launch some long-range money goals. At the beginning of your career, you might not have a lot of cash flow after the bills are paid ̶ but that will change. Your Carte Financial Advisor can show you how to prepare for your rising success.
How to Win With Higher Investment Risk
Stages | Simple advice to help you win financially - June 30, 2021 19:49 - 5 minutesStaying on top of finances and everything around it can be daunting; we have filtered and produced only the most relevant pieces for your success at every stage of your life while keeping it fun, short and creative! Our team of advisors across Canada are ready to help you win financially, visit...
Treat Cash Flow Like Royalty
Stages | Simple advice to help you win financially - June 01, 2021 14:00 - 5 minutesMake cash flow your personal monarch. It is essential for a prosperous future. Because a key part of any wealth strategy involves using your money to make more money. Cash flow management is central to financial planning. Think about how you lived last month. Calculate your personal cash flow by...
You Can Have It All! Invest Responsibly and Profitably
Stages | Simple advice to help you win financially - May 04, 2021 14:00 - 5 minutesDo you know about Responsible Investing? Let me tell you about our team of advisors. As a client, you need an advisor to trust when it comes to your future. Your financial plan. We’re all in different stages of life; starting a business or a family, saving for your new home, restructuring your d...
Good Estate Planning Keeps Your Family Safe
Stages | Simple advice to help you win financially - April 01, 2021 14:00 - 5 minutesGood Estate Planning Keeps Your Family Safe You want to fully protect your loved ones when you’re gone. That’s what estate planning does. Learn why you need a Will and how the probate process works. Also, how setting up a Trust can help when family affairs are complicated.
Avoid These 10 Common Tax Mistakes
Stages | Simple advice to help you win financially - March 01, 2021 15:00 - 5 minutesFiling your income taxes can be confusing. Avoid these 10 mistakes and keep yourself on track for success.
Six ways to power up your RRSP throughout your career
Stages | Simple advice to help you win financially - February 01, 2021 15:00 - 5 minutesWhy has the Registered Retirement Savings Plan (RRSP) remained so popular over the years? Because it continues to be a tax-efficient way to save money. No matter what point you are at, professionally, the flexibility of this plan offers benefits. Your Carte Financial Group Advisor can help you le...
Are you over insured?
Stages | Simple advice to help you win financially - January 04, 2021 15:00 - 3 minutesIf you are considering the full picture of your financial health, it’s likely you have quite a few insurance policies. In addition to auto and homeowner or tenant insurance, you may have life and disability or critical illness insurance, and possibly creditor insurance and even pet insurance.
Why saving for your child’s education is more important than ever
Stages | Simple advice to help you win financially - December 01, 2020 15:00 - 3 minutesPost-secondary education has never been more important to a secure livelihood. Canadians with a university degree earn significantly more than their counterparts without one. This is particularly true for young women. A female with a bachelor’s degree, for example, earns 60% more than one with...
Using technology to help your business thrive during COVID-19 and beyond
Stages | Simple advice to help you win financially - October 28, 2020 19:54 - 4 minutesThe COVID-19 pandemic has accelerated the rate at which everyone — individuals and businesses alike — has adopted technology. Those companies who are able to incorporate new technologies are more likely to survive the pandemic and succeed in the years to come.
How COVID is influencing home ownership
Stages | Simple advice to help you win financially - September 30, 2020 16:00 - 3 minutesCOVID-19 has affected most aspects of our lives, including where we’re choosing to live. Many city dwellers are looking to get out of the high-density downtown core and switch to suburban or rural living.
How to Help Your Kids Without Hurting Your Bottom Line
Stages | Simple advice to help you win financially - September 01, 2020 04:00 - 3 minutesIt’s tougher than ever for young adults just starting out to establish themselves, with many facing reduced employment or job layoffs due to COVID-19. As a result, some young people are turning to their parents for help covering expenses.
Good News About Life and Critical Illness Insurance
Stages | Simple advice to help you win financially - August 01, 2020 13:00 - 4 minutesThe COVID-19 pandemic has reminded us that anyone could confront a debilitating, potentially life-threatening condition at any time. This makes it more important than ever before to have the right insurance products in place — including both life and critical illness insurance.
How to deal with sudden income loss
Stages | Simple advice to help you win financially - July 02, 2020 13:45 - 4 minutesIf COVID-19 and its aftermath have left you without work — or without enough work — it’s time to hit the reset button on all things money-related. Here’s a cheat sheet for dealing with the new normal when the outlook is less than rosy.
How will COVID-19 affect your retirement?
Stages | Simple advice to help you win financially - June 01, 2020 17:23 - 3 minutesHow will COVID-19 affect your retirement?
Tax Time Crib Notes
Stages | Simple advice to help you win financially - May 01, 2020 14:00 - 4 minutesThe deadline for filing your 2019 personal tax return is just around the corner. Typically, the deadline to file is April 30. Due to COVID-19 the filing due date for individuals has been deferred until June 1, 2020. Learn more at Canada.ca and search Economic Response Plan. Here’s a quick primer...
COVID Strategy, Stay Calm and Safeguard Your Financial Plan
Stages | Simple advice to help you win financially - April 21, 2020 15:54 - 3 minutesAs we’ve seen in the first quarter of 2020, a crisis can strike at any moment. When this happens, naturally we want to protect what is most important to us. This includes our health, our finances, and our family. In the midst of the COVID-19 pandemic, all three feel endangered.
Get ready, get set — for tax time
Stages | Simple advice to help you win financially - March 02, 2020 15:16 - 4 minutesGet ready, get set — for tax time Many people feel overwhelmed at tax time. If your clients do their own taxes and are confused or don’t know where to start, here’s a quick primer to help them file their personal tax return. Hand it out at your next meeting, or fire it off in an email — it’s a ...
Get ready, get set — for tax time
Stages | Simple advice to help you win financially - March 02, 2020 15:16 - 4 minutesMany people feel overwhelmed at tax time. If your clients do their own taxes and are confused or don’t know where to start, here’s a quick primer to help them file their personal tax return. Hand it out at your next meeting, or fire it off in an email — it’s a great way to remind your clients you...
10 common tax mistakes to avoid
Stages | Simple advice to help you win financially - March 02, 2020 14:57 - 3 minutes10 common tax mistakes to avoid Every year, thousands of Canadians make errors when they prepare their income tax returns. These may go unnoticed — or they could result in an unexpected payment or penalty. Play it safe and avoid these common errors. Filing late. Be sure to file by April 30. If...
Are your client conversations doing all they should?
Stages | Simple advice to help you win financially - January 29, 2020 14:34 - 3 minutesAre your client conversations doing all they should? Your ability to provide outstanding, personalized service is limited only by the quality of information you elicit from each client. Therefore, ensuring that you have a well-rounded, honest conversation is critical. That means gathering the ...
Honesty is the best policy with your financial advisor
Stages | Simple advice to help you win financially - January 29, 2020 14:08 - 3 minutesHonesty is the best policy with your financial advisor Money is a very personal topic that many people find difficult to discuss. One person with whom you have to talk about money is your financial advisor. In order for your advisor to help you to their fullest ability, you need to be 100% hone...
Help your clients invest their TFSAs
Stages | Simple advice to help you win financially - September 30, 2019 19:34 - 3 minutesHelp your clients invest their TFSAs After 10 years, more Canadians than ever are tapping into the power of the Tax-Free Savings Account (TFSA). Yet many people use their TFSA to hold cash or basic interest-bearing accounts. Some might be confused by the name and don’t realize their TFSAs can ...
What happens to your RRSP when you retire?
Stages | Simple advice to help you win financially - September 30, 2019 19:17 - 3 minutesWhat happens to your RRSP when you retire? Many Canadians spend so many years saving into their RRSPs, they forget to plan for how they will withdraw the money. At the end of the year in which you turn 71 your RRSP matures, and you must move from the accumulation phase to the payout phase, if y...
5 ways to increase life insurance sales
Stages | Simple advice to help you win financially - September 03, 2019 14:01 - 3 minutes5 ways to increase life insurance sales If you’re looking to increase your life insurance sales, make sure you’re following these five important tips, including some you may not have considered. Be passionate about the product Know everything there is to know about the product so you can expl...
Avoid these 3 common life insurance mistakes
Stages | Simple advice to help you win financially - September 03, 2019 13:51 - 3 minutesAvoid these 3 common life insurance mistakes Life insurance is a topic most people know very little about. That makes it far too easy to buy a policy that’s not a good fit for your needs. Here are three of the most common mistakes people make when choosing life insurance, and how you can avoid ...
Avoid these 3 common life insurance mistakes
Stages | Simple advice to help you win financially - September 03, 2019 13:51 - 3 minutesLife insurance is a topic most people know very little about. That makes it far too easy to buy a policy that’s not a good fit for your needs. Here are three of the most common mistakes people make when choosing life insurance, and how you can avoid them.
Carte Wealth Management Inc. advisor Jackie Porter named Female Trailblazer of the Year
Stages | Simple advice to help you win financially - July 31, 2019 14:30 - 2 minutesCarte Wealth Management Inc. advisor Jackie Porter named Female Trailblazer of the Year Mississauga, Ontario, July 31, 2019 – Carte Wealth Management Inc. (“Carte Wealth”) is pleased to announce that Jackie Porter, CFP was named winner of the Mackenzie Investments Award for ‘Female Trailblazer ...
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