The You First Blog

2018 Wrap-Up and 2019 Outlook

January 25, 2019
 Anthony's Update, Bank of Canada, Brexit, Client services, Economy, Federal Reserve, Financial Planning, Free Trade Agreement, Interest Rates, Investments, Tax, The Markets, You First Financial
 Anthony Sabti

We would like to wish you and your family a happy new year. We hope to provide you with a brief overview of how investment markets have performed over the past year and to look ahead at what we can expect for 2019. How did markets do in 2018? After an unusually calm year of… Read More

Back to Basics: Registered Retirement Savings Plan (RRSP)

January 25, 2019
 Back To Basics, Client services, Frank's Update, Retirement Income, RRSP, SRSP, Tax, You First Financial
 Frank Manzo

We feel it is important to periodically review the basic tax-advantaged account structures available to Canadian investors. In this article, we’ll discuss the Registered Retirement Savings Plan (RRSP) and it’s sibling, the Spousal Retirement Savings Plan (SRSP). Who Will Make Best Use of an RRSP? You will benefit from an RRSP if you are working… Read More

Weekly Update – December 28, 2018

December 28, 2018
 Anthony & Frank's Update, Client services, Financial Planning, Investments, Retirement Income, Tax, TFSA, Weekly Update, You First Financial
 Frank Manzo

“In the New Year, never forget to thank to your past years because they enabled you to reach today! Without the stairs of the past, you cannot arrive at the future!” – Mehmet Murat Ildan Weekly Update – So Long, 2018 For the last time in 2018, we will leave you with our tax- and investment-related… Read More

Weekly Update – December 21, 2018

December 21, 2018
 Anthony & Frank's Update, Client services, Economy, Financial Planning, Investments, Tax, TFSA, The Markets, Weekly Update, You First Financial
 Frank Manzo

“Christmas: The only time of year you can sit in front of a dead tree and eat candy out of socks” – Anonymous Weekly Update – Re-Iterating Our Year-End Financial Planning Checklist With only a few more days left in 2018, it is a good time to revisit tax- and investment-related strategies. We compiled a list of… Read More

Weekly Update – November 23, 2018

November 24, 2018
 Canada Revenue Agency, Client services, Economy, Frank's Update, Investments, Tax, TFSA, Weekly Update, You First Financial
 Frank Manzo

“Savings, remember, is the prerequisite of investment” ― Campbell McConnell Annual Tax-Free Savings Account Limit Increases to $6,000 for 2019 The annual TFSA increase rose from $5,500 in 2018 to $6,000 for 2019. You might be asking, “why the increase?”. The answer is that the annual dollar limit increase is tied to inflation and rounded to the… Read More