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Cheaper reverse mortgage alternatives: evaluate the pros and cons of each option carefully
In last month's Money Digest we introduced how reverse mortgages can be used by older homeowners to provide tax-free retirement funds. Now, let's...
Money Digest, 10/01/02 by Talbot Stevens · More from publication -
Reverse mortgages provide tax-free funds: Canadians in or approaching retirement can receive tax-free home equity income
For many retirees who are conservative investors, the drop in interest rates in the last decade has cut their retirement income in half. If your...
Money Digest, 09/01/02 by Talbot Stevens · More from publication -
Another better RESP alternative: introducing the concept of a business education plan
In the June, 2002, column we introduced how conservative leverage could be a more effective strategy than RESPs for financing an education. The tax...
Money Digest, 08/01/02 by Talbot Stevens · More from publication -
A tax-deductible RESP alternative: using conservative leveraging can make sense and provide greater flexibility than an RESP
One of the most common financial planning goals is to help a child with the ever-increasing cost of post-secondary education. One of the most...
Money Digest, 06/01/02 by Talbot Stevens · More from publication -
Another tax-efficient mutual fund option: some funds distribute a portion of the payout as non-taxable return of capital
Investors now have another tax-efficient way of investing outside of RRSPs. A relatively new and popular type of mutual fund can promise very...
Money Digest, 05/01/02 by Talbot Stevens · More from publication -
Are you a rational or an emotional investor? Most of us make decisions emotionally, then rationalize them with logic
Are you a rational or emotional investor? Do you make investment decisions with your head, or with your heart? Are you a rational or emotional...
Money Digest, 04/01/02 by Talbot Stevens · More from publication -
Reducing risk through leveraging: Theoretically, using conservative leveraging to boost portfolio performance reduces 'shortfall risk'
Some investors may have heard of the Efficient Frontier Theory, which shows how having some stocks in your portfolio results in less risk than...
Money Digest, 03/01/02 by Talbot Stevens · More from publication -
The many benefits of the Efficient Frontier Theory; the rub: low risk portfolios can be made less risky by adding stocks
"The higher return, the higher the risk" is a belief that influences many investment decisions. But in numerous situations, it is actually possible...
Money Digest, 02/01/02 by Talbot Stevens · More from publication -
How to benefit when interest rates drop: The safest time to start a small leverage plan occurs when markets are down
Although it hurts GIG investors when investors rates drop, businesses, consumers and investors benefit from fallng rates. Although it hurts GIG...
Money Digest, 12/01/01 by Talbot Stevens · More from publication -
The benefits of tax-efficient equity funds
Deferral of tax and minimization of transaction costs add to after-tax returns Deferral of tax and minimization of transaction costs add to...
Money Digest, 10/01/01 by Talbot Stevens · More from publication
