As 2014 winds down the inevitable task of filing ones annual tax return looms in the not too distant future. Taxpayers and those in business know that income tax has to be paid, but, having said that one would prefer to pay as little as possible. In that regard I have prepared a list of considerations to consider for helping….

As an individual or entrepreneur you have worked long and hard to accumulate assets, investments and possessions. However, the accumulation of wealth brings its own set of problems, among them are larger income tax bills and the uncertainty of the treatment of wealth transfers upon death. We often don’t like to talk about death but the reality is that plans….

As more baby boomers retire in the coming years estate protection and preservation has become a significant consideration in portfolio management. The use of segregated funds is often overlooked as part of the solution. For individuals who are looking for lower risk alternatives these funds do offer portfolio balance and stability.   Unlike mutual funds segregated funds provide capital guarantees….

(Fortune) The great Bernanke-Yellen bull market, as it enters its sixth year, presents something of a paradox. On the surface, it is still gathering pace. Every other day, it seems, the S&P 500 makes a new high. The stronger-than-expected February jobs report assuaged fears of an economic slowdown, but it wasn’t robust enough to raise concerns about the Fed raising….

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