Knowledge
Thoughts, opinions and trends – everything, all in one place.
23 result(s)

Top 10 Tax Planning Tips for Business Owners
February 01, 2023 – When it comes to planning for the financial well-being of your business, there are hundreds of goals you can set, and even more ways on how to reach them. But where do you start?

5 Things You Can Do as a Business Owner to Prepare for 2023
January 03, 2023 – As we say goodbye to 2022, there seems to be a consensus that Canada will enter a recession in the latter half of 2023. Having weathered the rollercoaster of the past two years, we appreciate the concern business owners are feeling as they will no doubt face yet more twists and turns in the new year.

Converting Your Registered Retirement Savings Plan (RRSP) Into Income.
December 13, 2022 – You’ve been contributing to your RRSP throughout your career and now it’s time consider reversing the flow of funds; leveraging your RRSP as an income source to help fund your retirement==. Decumulation of assets and navigating retirement cash flows is a complex puzzle. The RRSP is an important and often materially significant piece. What are your options?

A Look into Today’s Interest Rates
October 27, 2022 – Any discussion on interest rates must start with “inflation”. The definition of inflation is “too much money chasing too few goods”. Both sides of this equation have been in play over the last couple of years.

When Does the Bear End?
October 06, 2022 – The big question in equity markets these days is, when will this bear market end? As we have pointed out previously, when the market turns it often includes a very fast run up.

How the RESP Helps with the Costs of Education
September 06, 2022 – It’s that time of year again – the kids are going back to school. If your kids are old enough, a return to class could be an emotional experience, but also a significant financial burden. The costs of post-secondary education are high and rising at a rate that consistently out-paces inflation.

The Importance of a Well Laid Out Financial Plan
August 23, 2022 – it is almost impossible to tell when we are truly at the bottom of a cycle. A well laid out financial plan will have developed a strategy to ensure your cash flow needs will be met without being forced to sell your investments at the wrong time.

Why Did My OAS Payment Change?
August 23, 2022 – When planning to exit the workforce, top of mind for most is understanding their new income sources. One source is Old Age Security (OAS), a monthly payment you can start to receive the month after you turn 65.

Market Outlook 2022: Are We Already in a Recession?
September 14, 2022 – Welch Family Wealth Advisory invites you to join us for an informative discussion on the current market outlook on September 14 at 11:00am.

Capital Cost Allowance Immediate Expensing Rules
July 20, 2022 – On April 19, 2021, the Federal Budget had proposed to permit the expensing of the full cost of “eligible property” acquired on or after the Budget Day, provided the property is available for use before January 1, 2024.

Market Outlook: What’s Ahead in 2022
March 04, 2022 – Hosted by Welch Family Wealth Advisory’s Senior Advisor, Micheal Burch, FCPA, FCA, CFP, the Market Outlook: What’s Ahead in 2022, […]

Outlook 2022
January 19, 2022 – From what I am reading the big question is will global economic growth be sufficient to withstand the pending pivot […]
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