Design Your Future - Can Capital Gains Push Me into a Higher Tax Bracket?
April's issue of Design Your Future has a strong focus on the upcoming changes, Tax Season, and how to invest more efficiently, waste less, reduce your taxes, and focus on your strengths.
Inside this issue you will find:
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Design Your Future - April 6, 2022 |
Hey, we have been through a lot in the last 2 years! The murder of George Floyd, the unrest and divide in the US, the tragedy of Portapique, the loss of our soldiers during a routine helicopter exercise, extreme weather across our nation, the cultural genocide of our residential schools, and now the invasion of Ukraine by a madman.
All of this, during a pandemic where celebrations of life were postponed, gatherings were banned, fear-mongering reached new heights, and the emergencies act was used when a group of protesters questioned our "leadership"...
I guess what I'm trying to say is, it's ok if you are feeling overwhelmed, anxious, and unsure about the future. It happens to the best of us.
My professional advice is to have a good old fashion talk with someone - maybe during a drive, a nice long walk in nature, or even at a coffee shop.
I'd be happy to be that someone. We are here to help. |
What does the Financial Engineer listen to? There's a lot of noise out there... The Loonie Hour is a Canadian based macro economic podcast covering newsworthy events across the globe and how they will impact Canadians. I listen to these guys and highly recommend that you do too.
Do you have a favorite podcast? Let me know... |
We have upgraded and streamlined our alliances and are now offering tax preparation services for both personal and INC taxes. |
Can Capital Gains Push Me Into a Higher Tax Bracket?
Will these gains cause your wages, dividends, RRIF, LIFF, or pension withdrawals to be taxed at a higher rate?
Will the capital gain actually make you keep less of your hard-earned money? |
Investments that make an impact!
Socially responsible investing is an investment approach that considers both the financial return and the social good that a company generates. By selecting companies that improve our communities and our environment, and by excluding companies that have a negative impact, I can offer investments that contribute to a better financial future for you and a better world for everyone. |
NEW NEWS
Well, it has been a long two years. We have worked together to keep ourselves and our communities safe. We have been the envy of the world for our low case rates. After two years of a health crisis and an economic crisis, the province announced their plan for removing all CO VID-19 restrictions.
Let's grab a real life coffee?? Until then, here's what we been working on
New Alliances: We have formed new alliances with tax specialists as well as trusted angel, real estate, ETF, and digital currency investors. If you qualify, there are several effective ways to invest other than the just stocks and mutual funds. Details to follow.
Broad of Directors Needed: Want to be the first to see our 3 commercials and provide your feedback? Your time and effort will be rewarded. Reply to this email if interested in becoming a board member.
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THANK YOU As a client, I wanted to take this time to say thank you. One way of saying thanks is giving $10, $250, and $1000 gift cards for introductions to people like you - it's our way of saying thanks! Send this video to those that you think would qualify for my services or simply reply to this email for more details. |
As a valued client - a friendly reminder – I am only a phone call, text, or email away. We are here to help you – even if that simply means to be an ear to listen to during these very strange times which can feel like riding a roller coaster of emotions…
Looking forward to catching up and hearing about what you want to accomplish in 2022 and beyond – hopefully in person, if not, via zoom or phone.
PS – Don’t keep us a secret in 2022
PPS - Would your company be interested in hosting a work shop on Tax Reduction and Investing Strategies based on the New Tax Law Proposals? If so, let us know and our Financial, Legal, and CPA team will make it happen.
Be Healthy, Wealthy and Wise! Push through the noise… and Happy Easter! |
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