by Exceedia Consulting | Dec 6, 2022 | 2022, 2022 Only, Blog, Business Owners, Financial Planning, tax
Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary/Dividend MixAs a business owner, an essential part of tax...
by Exceedia Consulting | Dec 5, 2022 | 2022 Only, Blog, individuals
The end of 2022 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered four different major types of 2022 personal tax tips:Investment...
by Exceedia Consulting | Dec 1, 2022 | Blog, Estate Planning, Family
Blended families – where two people get married but have children from previous relationships – are becoming more common. It can be challenging enough to take care of the everyday logistics; from where to live to making sure everyone gets along. So trying to make sure...
by Exceedia Consulting | Nov 1, 2022 | Blog, retirement
Essential tips and tricks for paying less tax and keeping more of your retirement incomeMost of your retirement income sources are taxable; Canadian Pension Plan (CPP), your personal pension plan (if you have one) and income from your RRIFs. However, if you’ve set up...
by Exceedia Consulting | Oct 3, 2022 | Blog, tax
Don’t lose all your hard-earned money to taxesTax planning is an essential part of managing your money – both while living and after your death. You want to maximize the amount of money to your beneficiaries, not the government. We have three tips to help you reduce...
by Exceedia Consulting | Sep 1, 2022 | Blog, Insurance, life insurance
The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...