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Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by Klassen Financial | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, financial advice, Financial Planning, Health Benefits, Pension Plan, RDSP, Registered Education Savings Plan, RRSP, Tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
How to Make the Best of Inheritance Planning

How to Make the Best of Inheritance Planning

by Klassen Financial | May 1, 2018 | Blog, Charitable Gifting, Estate Planning, Family, investment

How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
Getting the best from a financial advisor

Getting the best from a financial advisor

by Klassen Financial | Apr 1, 2018 | Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, Health Benefits, Individuals, investment, Life Insurance, long term care, Pension Plan, retirees, RRSP, Tax, Tax Free Savings Account, travel insurance

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with?...
Tax Lines to look out for

Tax Lines to look out for

by Klassen Financial | Mar 6, 2018 | Blog, Charitable Gifting, disability, Family, Individuals, investment, retirees, RRSP, Tax

It’s that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexities that can cause us problems – here are a few...

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