Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Did you know that we share insights and expertise on social media? We’d like to share our social media excitement by having a contest that ties in with charitable giving! It’s simple to enter. And you can win a beautiful bag handcrafted by women in Uganda. Your Steele Wealth Management team strongly believes that strategic charitable giving is a way to express gratitude, support emotional wellbeing and is an essential part of a successful financial plan. We explain how a charitable foundation can be a part of your plan.
Understanding the Canada Pension Plan (CPP) and all of its intricacies takes a lot of self-study. Something as simple as estimating one's retirement, spousal or disability benefits, something we help clients with at Steele Wealth Management, can take a good amount of time...One CPP-related topic we thought it would be valuable to highlight is the Child Rearing Dropout Provision (CRDO)
The Canada Pension Plan (CPP) has been gradually raising contributions to enhanced CPP benefits in retirement. The end goal is to boost the maximum CPP retirement benefit by 50% for workers who contribute to the enhanced CPP for their entire lifetimes …While the difference in CPP contributions may go unnoticed by some, it may move the needle for self-employed individuals deciding whether to pay themselves in salary or dividends.