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The O'Keeffe-Basu Group
Home
Our Team
Integrated Planning
Our Holistic Wealth Management Process
For Your Estate & Wealth Protection
For Business Owners
Disciplined Investing
Interesting Reading
Business owners
Financial Planning
Tax & Estate Planning
Market Insights
Contact Us
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Financial Planning
The One Percent Solution for Couples
Are you in the top tax bracket? Is your spouse in a much lower tax bracket? Find out how using a spousal loan can reduce your family income tax without triggering the attribution rules.
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The RRSP, the TFSA and the Mortgage: Making the Best Choice
Paying debt and saving money are both very important in helping you reach your goal of living well during retirement. You want to go into retirement debt-free, but focusing on debt repayment now could mean you have to sacrifice your retirement savings. How do you choose the best place to spend your money?
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The Lifelong Learning Plan
Considering a post-secondary education later in life? If you have RRSPs, you may be able to use that money to finance your schooling through the Lifelong Learning Plan (LLP). This program allows you to withdraw from your RRSPs tax-free to finance your own education, or the education of a spouse or common-law partner.
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