4 strategies for income splitting with a lower-income spouse – MoneySense.ca, June 26, 2023
https://www.moneysense.ca/columns/ask-a-planner/income-splitting-with-a-lower-income-spouse/
Jason Heath offers up some pre-retirement strategies for income splitting when one spouse has a lower annual income. Some of the strategies will also provide some tax benefits for couples in retirement.
Women can benefit from investing for their needs: Ellevest CEO – BNN Bloomburg, June 27, 2023
https://www.bnnbloomberg.ca/women-can-benefit-from-investing-for-their-needs-ellevest-ceo-1.1938611
An interview with Sally Krawcheck who outlines the financial disadvantage women find themselves in retirement.
The Liberals promised to increase the CPP survivor’s pension – here’s where we stand on that – Globe and Mail, June 27, 2023
https://www.theglobeandmail.com/investing/personal-finance/retirement/article-the-liberals-promised-to-increase-the-cpp-survivors-pension-heres/
Rob Carrick examines a very important issue, the need to refresh the CPP survivor’s benefit program. This most directly impacts single women.
How to Pass On Your Wealth Wisely – goodtimes.ca, June 21, 2023
https://goodtimes.ca/how-to-pass-on-your-wealth-wisely/
Olev Edur address the issue of passing along your wealth responsibly and in a tax efficient manner.
“My Favourite Weekly Reads” are articles I have read throughout the week because they were of interest to me … for good, or for bad reasons. 🙂 Sharing them does not mean that I endorse them, unless I explicitly state that. If concepts contained in the financial articles I share are of interest to you please remember that is always a good idea to ask your financial adviser’s advice when considering making changes to your financial portfolio or changing your spending habits.
