Retirement taxes explained: Withholding, clawbacks, and other surprises – MoneySense.ca, September 16, 2025
https://www.moneysense.ca/columns/ask-a-planner/retirement-taxes-explained/
Jason Heath looks at how “During your working years, you may receive tax refunds due to the withholding tax on your paycheque—but things change in retirement.”
Make a Letter of Wishes part of your overall estate plan – globe and Mail, September 17, 2025
https://www.theglobeandmail.com/investing/personal-finance/taxes/article-make-a-letter-of-wishes-part-of-your-overall-estate-plan/
Tim Cestnick talks about how he has “read many wills that are sure to leave folks wondering what the testator was thinking.” and about”the value of a what is known as a Letter of Wishes.”
What should retirees do with their exposure to the Magnificent 7? – Globe and Mail, September 16, 2025
https://www.theglobeandmail.com/investing/personal-finance/retirement/article-retirees-magnificent-7-us-stocks-investing/
Frederick Vettese discusses how “The rise of the Magnificent 7 may or may not be a bubble. The only certainty is that the gains of the past 15 years cannot be duplicated over the next 15 years. Retirees with exposure to U.S. stocks will be especially anxious to avoid a loss that would decimate their savings.” He offers up some defensive strategies to deal with this.
You May Qualify for a Second Passport If You Have a Grandparent From One of These European Countries – Travel + Leisure, September 8, 2025
https://www.travelandleisure.com/second-passport-grandparent-european-countries-11787362
Katie Jackson discusses how you can get a second passport if you have a grand parent who was born in another country. She looks at four specific countries, but this can be done in many others as well.
“My 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.