Article Archive

Archive of: Financial Wellness & Advice

Title Issue
When Should You Review Your Will or Estate Plan?

When Should You Review Your Will or Estate Plan?

Tonic Financial Expert Susan Gottlieb thinks that its a good idea to review your will. She lists nine events that if they happen trigger a need to review your estate plan. Read here to find out more.

December 2018
2018 year-end tax planning

2018 year-end tax planning

Tonic Financial Expert Susan Gottlieb knows that it's time to consider year end tax planning. Read here to find out the key considerations.

November 2018
Financial Planning Checklist for Seniors

Financial Planning Checklist for Seniors

Tonic Financial Expert, Susan Gottlieb has some great advice to help you plan for live past 65. Read here to find out.

October 2018
The Tax-Free Savings Account (TFSA)

The Tax-Free Savings Account (TFSA)

What's a TFSA? Tonic Financial Expert, Susan Gottlieb will lay it all out for you. Read here.

September 2018
The Pension Income Tax Credit

The Pension Income Tax Credit

This issue, Tonic Financial Wellness Expert, Susan Gottlieb, explains all about Pension Income Tax Credits and how you might qualify. Read here.

Summer 2018
Making a will:

Making a will:

You know that making a will is necessary. Tonic Financial Expert Susan Gottlieb has six tips to help you get it right. Read here.

June 2018
Your 2018 financial “spring cleaning” to-do list

Your 2018 financial “spring cleaning” to-do list

Spring cleaning doesn't just apply to your home. Tonic Financial Expert, Susan Gottlieb, thinks that it also applies to your finances. She has 8 steps for you to consider. Read here.

April 2018
Seven questions to ask any potential financial advisor

Seven questions to ask any potential financial advisor

How do you pick an expert to help you with your investments? Tonic financial expert, Susan Gottlieb, has some ideas. Read here for more information

March 2018
Making the most of your RRSP

Making the most of your RRSP

Tonic Financial Expert Susan Gottlieb knows that its time to consider your RRSP contributions. But before you do read this article first.

February 2018
Stay Ahead of the CRA

Stay Ahead of the CRA

Tonic Financial Expert Susan Gottlieb has some great tips and strategies to stay ahead of the "taxman" in 2018. Read here.

January 2018
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