Ensuring Your Financial Security This Birthday and Beyond
Raise a slice to yourself. Get all the info you need on selecting the best birthday cake and can you afford the life insurance premiums? #Birthday #Insurance #Doctor
Is This the Actual Will ?
If you have a notarized will, can you start dealing with a deceased person’s estate? Yes and no, Quebec Estate rules are a little more interesting than you might think.
#Quebec #Will #Estate
Quicken Catch-Up Plan
Quicken is a useful tool, but it is important to keep your records reconciled or up to date, so what is the easiest way to do that? Spoiler alert, don’t ask ChatGPT
#Quicken #ChatGPT #AI
Easy Bank to Bank Transfers
Transfer more easily & securely from one bank to another. Learn how to reduce fraud risks & stay within daily/monthly limits w/ Interac Transfer. Ask the bank to receive funds & get informed of large amounts to avoid 5-10 day holds. Quick tips on transferring funds from Canadian banks like Royal Bank to TD to avoid fraud bank drafts. #Ttransfer
RDSP: Grants Early or Later?
Deposit early to get grants early, or wait until the grant rate increases, is a question for folks with RDSPs. Which is the better way? It depends. The Registered Disabilities Savings Plan is a very long term savings plan.
#RDSP #Grants
