IG PWM Jennings Group

IG PWM Jennings Group

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Here are some big mistakes to avoid when trying to meet that March RRSP deadline 03/25/2022

The rush to meet the registered retirement savings plan (RRSP) deadline is a ritual at this time of year as Canadians try to max out their contributions and reap the greatest tax savings.

Here are some big mistakes to avoid when trying to meet that March RRSP deadline

New year financial review should include will, estate planning 03/21/2022

Having a will is an important part of your financial plan, but issues may arise if it sits unchanged for decades as life moves on from where you were when it was written. It's important to revisit your will yearly to see if any changes need to be made.

New year financial review should include will, estate planning Many Canadians put aside time early in the new year for a review of their finances and experts say a look at your will should be a part of the process in order to insure your estate plans are up to date.

Why retirees need to heed the withholding tax 02/23/2022

Being retired doesn’t exclude you from making remittances to the Canada Revenue Agency (CRA) on your retirement income, but there are more choices of how and when to pay the CRA that can impact your lifestyle.

Why retirees need to heed the withholding tax

Taking Control Of Finances For Aging Parents: Avoid These 3 Common Mistakes 02/16/2022

We all need to face the prospect of potential loss of ability to safely and independently manage finances. Mot people do need some help with money matters as they age. When the legal paperwork is well done, everyone is better protected.

Taking Control Of Finances For Aging Parents: Avoid These 3 Common Mistakes When adult children need to take over financial management for an aging parent, difficulties can arise. It is critical for you to know the legal path to manage finances as spelled out in legal documents.

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