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A Secure Life After Work Takes Planning
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Aug 7, 2024
Retirement for realtors: Is the RRSP your friend or foe?
As a professional realtor, you’d best stick to real estate, right? Invest in what you know. Or … from an unbiased perspective, is the RRSP (registered retirement savings plan) a good idea?
Jul 16, 2024
When can I quit? 9 smart strategies to cut expenses and retire sooner without sacrificing lifestyle
There are steps we can take to shorten your number of days to quitting time, aka retirement. The math of life after real estate has two major pieces to it....
Jun 11, 2024
Navigating retirement as a realtor: How to estimate your income and minimize your worry
The thought of retirement is daunting. As a realtor, even more so because your pay is sporadic. You have no formal work-funded pension plan and may often wonder, “When can I quit?â€
Aug 22, 2022
I need to take out a short-term loan. What are my options?
With inflation at 7.6 per cent, many Canadians are turning to short-term loans to pay for necessities. Experts point out several options.
Feb 23, 2015
Would Pricing Items in Terms of Hours Worked Change How You Shop?
Derek discusses the merit of an interesting tool that makes people think, before they spend...
Jan 9, 2015
9 Things New Graduates Need to do Now
Considerations for new graduates.
Aug 20, 2013
How to Stop Falling Behind
Derek Moran discusses a financial plan for a single woman with debts that consume half of her income.
Aug 20, 2013
Teens: How to Spend the Money From Your Summer Job
Gail Johnson discusses how teens can define themselves, their goals, and use these definitions to plan their own finances.
Aug 20, 2013
Majority of Retired Canadians in Debt: Poll
Gail Johnson discusses Canadian retirees in debt, in this Yahoo Finance article.
Mar 21, 2013
I Fired My Advisor
Margaret MacGillivray explains her husbands passing lead her to seek a new money manager three time zones away.
Mar 12, 2012
RRSP or RESP: Canadian Parents Forced to Make Tough Choice
Derek Moran, R.F.P. of Smarter Financial Planning discusses choices between RESP and RRSP for a Canadian family in this Yahoo Finance article
Sep 19, 2010
Training for Advisers Just isn't Good Enough
Preet Banerjee of the Globe and Mail discusses the inadequate regulation on commission based financial planners.
Apr 5, 2010
Teaching Money Sense
(c) 2010 Tara Perkins - An excellent article about teaching money sense to children by Tara Perkins, Globe and Mail
Feb 10, 2010
U.S. Opportunity Knocking?
An interesting article - video link to a discussion on opportunity for U.S. housing investments with a strong Canadian dollar.
Feb 8, 2010
Payments Under Scrutiny
Smarter Financial Planning reprint of article found in and copyright (c) 2009 Investment Executive
Oct 12, 2009
Mortgages as an Investment
Derek Moran discusses how often by paying off a mortgage, you are making a wise investment based on reducing risk and capitalizing on current low interest rates.
Oct 12, 2009
How To Avoid These 7 Deadly Sins
Investment strategy article discusses 7 key mistakes common to financial planning strategies.
Jun 1, 2009
Working From Home? Think Deductions
An interesting article from the Globe and Mail discussing home office tax deductions.
Apr 12, 2009
Son Didn't See This Coming
Son Didn't See This Coming: Second Opinion - The Daily Courier Newspaper - Derek Moran, B.A., RFP discusses a family financial plan.
Feb 7, 2009
A Secure Life After Work Takes Planning
Andrew Allentuck and Derek Moran discuss after work life financial planning in this Cosco publication
Smarter Financial Planning Ltd .
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Home
Our Expertise
Asset Management
U.S. Citizens
Additional Service
Getting Started
Testimonials
Gift Certificate
Articles
The Globe and Mail
The Financial Post
Capital Gains
Urge To Splurge
Mortgages Fixed vs. Floating
Other
Optimism
Contact
Privacy & Consent