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Blog

Lloyd Litke | Apr 4, 2025

Tips To Make The Most Out Of Your Tax Return

Tax Planning
Canada Retirement
tax smart
Check out our list (with links) of credits, benefits, deductions and expenses to claim on your tax return
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Lloyd Litke | Mar 4, 2025

Timeless Strategies for Investing Success

investment strategy
market uncertainty
Financial success
Navigating investments during uncertain and volatile times can be challenging, but there are several timeless strategies to help keep you focused on your long
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Lloyd Litke | Jan 26, 2025

The Rising Cost of Living is Forcing Canadians to Put Their Financial Goals on Hold

debt management
financial stress
retirement income
wills
retirement planning
Canadians are increasingly feeling the financial squeeze, with nearly half having to dip into their savings to cover daily expenses due to inflation
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person using black computer keyboard by Towfiqu barbhuiya courtesy of Unsplash.
Lloyd Litke | Jan 18, 2025

Tax Tips to Optimize Savings

Tax Planning
tax efficient retirement
tax smart
RRSP vs TFSA
First time homebuyer
what to do with extra savings
Optimizing savings through registered accounts in Canada can provide significant tax advantages. Here are some key tax tips for making the most out of these
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person holding pencil near laptop computer by Scott Graham courtesy of Unsplash.
Lloyd Litke | Nov 20, 2024

TFSA: Mistakes & Opportunities

RRSP vs TFSA
Investments
what to do with extra savings
tax efficient retirement
retirement income
While millions of Canadians have opened a TFSA, many are still making mistakes or missing opportunities that are costing them money.
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Lloyd Litke | Aug 8, 2024

5 Common Pension Questions We Receive

pension plan
pension options
employer pension
retirement income
retirement planning
Canada Retirement
pensions
pensions and separation
pension split
pension and working
Are pensions guaranteed? Can I take my pension and keep working? Are there any other options for my pension other than what my employer sends me? Both my spouse
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Lloyd Litke | Jul 5, 2024

Capital Gains Tax

Tax Planning
Property
inheritance
retirement budget
Real Estate
estate planning
Learn how capital gains are taxed as we navigate the changes that came into effect on June 25, 2024
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a woman holding a jar with savings written on it by Towfiqu barbhuiya courtesy of Unsplash.
Lloyd Litke | May 24, 2024

Annuities for retirement planning

retirement planning
market uncertainty
retirement income
Savings
Annuities are like a do-it-yourself pension plan, which provides a steady stream of income and provides some reassurance, that basic expenses will be covered as
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Lloyd Litke | Apr 17, 2024

Federal Budget 2024

First time homebuyer
mortgage rates
Canada Pension Plan
RESP
CPP
Tax rates stayed the same but there were significant changes to capital gains in this year’s budget, as well as adjustments on Disability deductions, amendments
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Lloyd Litke | Apr 12, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Lloyd Litke | Mar 13, 2024

Tax rules for retirees turning 65 or 71

retirement planning
tax efficient retirement
pensions
estate planning
retirement income
RRSP
Applying these tips will help you pass these milestones well and keep your finances healthy.
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A man sitting on a bench watching a plane take off
Lloyd Litke | Sep 28, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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