Whitehead Wealth Management

In her weekly blogs, Sheila shares what she has learned about the markets and investing, with the goal of helping you understand them.

Blog #19: Financial Planning (myGPS)

June 29, 2021 |Sheila Whitehead

In my blogs I have repeatedly discussed how I believe financial planning is an essential part of the wealth management process. It is similar to the GPS tool in your car – you plug in where you want to go (what are your goals?) and it maps out how to...

Blog #18: Estate Planning

June 22, 2021 |Sheila Whitehead

We all know death is inevitable. This bit of grim wisdom is front and center in the well-worn phrase, "the only two certainties in life are death and taxes." And yet, even though we are aware of the inevitability of death, I still find it surprising how...

Blog #9: The Vehicles - Locked-In Retirement Account (LIRA) and Locked-In Fund (LIF)

April 20, 2021 |Sheila Whitehead

Do you have a pension through work? You are fortunate if you do because they are an excellent way of maintaining your lifestyle when you are no longer working. It has been my experience that many people who have pensions don’t understand them. A pension...

Blog #8: The Vehicles - Registered Income Fund (RIF)

April 13, 2021 |Sheila Whitehead

I receive a lot of questions from investors who want clarity on the nature of Registered Income Funds (RIFs) and really, RIFs are very simple and flexible vehicles. At age 71, everyone who has an RRSP has to convert the RRSP to a RIF. In reality, all...

Blog #7: The Vehicles - Registered vs. Non-Registered Accounts & the Registered Retirement Savings Plan (RRSP)

April 06, 2021 |Sheila Whitehead

More language to understand this week. Once you’ve determined whom you are working with and decided what you’d like to buy, the next question is where to invest the money. For the majority of investors there are two main types of accounts: Registered...

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