In the preceding post, we compared using an RESP vs a corporation to help fund post-secondary training for our kids.[…]
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Category: Financial Planning Physiology
RESPs For Canadian Corporation Kids – Part 1
This post examines how to best fund an RESP for families with their available investment money inside a CCPC (such[…]
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Optimizing a Lump Sum RESP Contribution Strategy
For those fortunate enough to have the money available upfront to fully fund an RESP, the dilemma becomes how to[…]
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RESPs For Rich Kids With A Lump Sum
In my previous post about how to optimize RESP contributions, I showed that for those who have the money, front-loading[…]
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When to Rebalance an Investment Portfolio
Rebalancing the investments in a portfolio helps to manage risk in the portfolio over time. A systematic approach to rebalancing[…]
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Portfolio Rebalancing: What is it? Why Bother?
Some tasks cause decision paralysis amongst those making the jump into DIY investing. One is determining their risk tolerance and[…]
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Robocorp Four Fund Tool: ETF Portfolio Optimization Made Simple
It is common advice for DIY investing beginners to keep it simple. There is an excellent rationale for this. The[…]
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Assessing Risk Tolerance & Asset Allocation
It is important to understand the role that the different holdings in your portfolio play. The Robocorp Canadian portfolio building[…]
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Building A Tax Efficient Portfolio Just Got Easier: Introducing Robocorp
There are many ways to build a portfolio and multiple factors to consider like risk tolerance, fee drag, diversification, and[…]
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Can You Retire Without Investing? Maybe.
There are a couple of arguments that I have heard people use to stop the discussion about investing cold. We[…]
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