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Take Control of Your Personal Finances

take control of your finances, personal finance

Taking control of your personal finances is a crucial step towards financial freedom and security. In today’s fast-paced world, it is more important than ever to clearly understand your financial situation and make informed decisions regarding managing your money.

Managing your personal finances can seem daunting, but the right tools and strategies can make it much easier. When you take control of your personal finances, you can effectively budget, save for the future, and make smart investments that align with your goals.

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Know The Difference: REITs vs. Direct Real Estate Investing

REITs vs. Direct Real Estate Investing

Investment in real estate can be a strong addition to your investment portfolio and can improve its diversification.

There are two main approaches to investing in real estate: investing directly in individual properties, or investing in Real Estate Investment Trusts (REITs). Over the past few years, an increasingly larger percentage of investors hold some form of real estate in their portfolios.

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The Benefits of Estate Planning While You’re Young

estate planning when young

Estate planning is often associated with older individuals who have accumulated significant assets over their lifetime. However, there are numerous benefits to starting your estate planning journey while you’re young. By taking proactive steps now, you can ensure that your assets are protected, and your wishes are carried out in the future.

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Tax Planning 101: Maximize Your Savings

tax planning

With proper tax planning you can grow your wealth faster and use it in the way that you want, including taking care of your family in the long-term and even building a legacy of philanthropic goals.

Tax planning can be especially complex for High Net Worth (HNW) individuals as the tax landscape is multi-faceted, with tax laws and regulations constantly changing.

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How to Manage Inheritance Tax in Canada

inheritance tax

In Canada, there are no taxes that apply directly to inheritances. However, this does not mean that property and assets left to beneficiaries are not taxed.

There is no inheritance tax charged to beneficiaries, but by the time assets are distributed to them taxes have already been paid by your estate.

With proper planning and a fully comprehensive estate plan, including a will, you can manage the tax effect on your estate and maximize the assets passed on to your heirs.

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