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Article Archive

Archive of: Financial Wellness & Advice

Title Issue
How To Pay Less Tax in Retirement

How To Pay Less Tax in Retirement

How are you going to pay less taxes in retirement? Susan Gottlieb has all the answers. Read here to find out.

April 2019
A New Horizon:

A New Horizon:

What happens when you live to 100? Tonic Financial Expert Susan Gotllieb knows that you'll have to plan for that future. Read here to find out how.

March 2019
Emotional Investing:

Emotional Investing:

Everyone is telling you to sell your shares because the market is changing! Tonic Financial expert, Susan Gottlieb advises against making moves with your heart, but rather keep an eye on the long term plan.

February 2019
HOUSING TRENDS AND AFFORDABILITY

HOUSING TRENDS AND AFFORDABILITY

Are you like many Torontonians, struggling to find an affordable place to live? Tonic Financial Expert Susan Gottlieb explains why interest rates may be making things even harder in 2019

January 2019
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
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