“You may never know what results come of your actions, but if you do nothing, there will be no results.”
— Mahatma Gandhi
The team has spent considerable time over the past few months planning for this year. We have some upcoming workshops which we will communicate over the coming months but have included a sneak peak of some of the topics below. As always, we welcome any feedback on topics you may be interested in learning more about.
2024 Handy Financial Planning Facts
As we step into 2024, let’s talk taxes, new contribution limits, CPP & OAS benefits and much more! The attached article is a great reference tool for some of the more commonly asked planning questions we receive on a regular basis. As always, we are available to further discuss any questions that may arise regarding your personal planning situation.
Read More Here: Handy Financial Planning Facts
As a reminder, the RSP deadline is February 29, 2024 for the 2023 tax year. Please contact Meg should you need any assistance making your contributions.
Six Life Lessons that Also Apply to Investing
Embarking on the journey of life and investing in the markets share a common thread of navigating uncertainties, weighing risks and making thoughtful decisions. Money, seen as a tool rather than a sole objective, can empower our plans and aspirations.
Dimensional Founder and Chairman David Booth contributed an op-ed to Kiplinger that discusses the many ways in which life and investing are similar. “Beyond returns, a good investing experience depends on how you feel on the journey—just like in life,” he writes.
Read More Here: Six Life Lessons That Also Apply to Investing
Upcoming Workshops & Events
- Fraud Prevention
- Why Dimensional Fund Advisors? - A Closer Look into our Investment Philosophy
- Healthy Aging
- Client Appreciation Event