Current Newsletter

In this issue, we look at some key retirement issues, including planning tips, national trends, and the impacts of deferring your Old Age Security and Canada Pension Plan benefits. We also review some estate planning options that provide privacy and control, while reducing administrative and other fees. If you have questions about anything in this newsletter, please contact us.

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Winter 2017

GSWM Newsletter Winter 2017

In this issue, we look at the key aspects of a financial plan, and the things you can do regularly to keep it on track. We start with a review of your values and priorities, and move to specific tips on RRSPs, insurance, debt, and estate planning. We also include a story about a special young athlete. If you have questions about anything in this newsletter, please contact us.

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Fall 2016

This 'back to school' edition explores a range of financial issues that are unique to parents and families. We review the costs of post-secondary education, and some tips on using RESPs. We also look at the programs available for parents of children with disabilities. We explore the changes in the way the federal government provides money to families with young children through the new Canada Child Benefit. And we shed some light on a very successful community initiative, SHINE Academics. If you have questions about anything in this newsletter, please contact us.

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Summer 2016

This issue is dedicated to the issues and challenges of growing older. What it means for us and those we care about. We cover a range of topics from long term care homes to how to have ‘the talk’ with aging parents about their financial situation. We also share information on two community initiatives, the Ride for Dad prostate cancer fundraising event, and Shakespeare by the Sea. If you have questions about anything in this newsletter, please contact us.

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Winter 2016

It’s always a good time to take a close look at your financial goals, and put the right steps in place to make sure you meet them. This edition of our newsletter looks at some common goals like buying a house, saving for retirement, and preparing for your child’s education, and provides some tips to help you achieve them. We also share information on two very exciting community initiatives that we are supporting; the Dalhousie Medical Research Foundation, and the Halifax Central Library. If you have questions about anything in this newsletter, please contact us.

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Fall 2015

Retirement, taxes and debt. In this edition, we approach all of these topics and more. To start, there’s a growing trend to work – at least partially – during retirement. But is it right for you? Plus, we look at two tax issues; the level of taxes in Nova Scotia compared to other provinces, and some tax-saving strategies to incorporate into your estate planning process. We also review tips for staying on top of your debt. Finally, we share information on Shine and I am Potential, two amazing community programs providing new opportunities for youth. If you have questions about anything in this newsletter, please contact us.

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Summer 2015

The federal budget revealed a few important changes that will impact many financial plans, including increasing the amount you can deposit in a Tax-Free Savings Account, and decreasing the amount you need to withdraw from your RRIF. We also look at some issues that many of us face, including being asked to be an executor of someone’s will, and adapting a family home for those with disability or mobility challenges. Plus, we highlight two great community initiatives that we are proud to support: the Ride for Dad event raised over $27,000 for prostate cancer; and Shakespeare by the Sea is ready to kick off another entertaining season of comedy and drama in the beautiful Point Pleasant Park. If you have questions about anything in this newsletter, please contact us.

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Winter 2015

Setting and pursuing goals is a challenge for most of us. But when it comes to money, procrastinating about those goals can be costly. This issue provides practical tips on moving ahead with some of the most important financial projects like retirement planning and RRSPs, creating a will and paying down your debt. We also provide information and advice about home insurance protection for those who spend their winters down south. Plus, we highlight three very worthy community initiatives that we support: the Feeling the Love fundraiser for the Hospice Society of Greater Halifax; the Harmony & Hope concert to raise money for cancer research; and Sistema Nova Scotia , an inspired new program that makes music lessons accessible to all children, regardless of financial means. If you have questions about anything in this newsletter, please contact us.

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