by Morgan Ulmer CFP® | Jul 27, 2021 | In the News
MoneySense partners share their answers to questions that we hope will inspire and inform Canadians about their personal finances. Watch the Video >
by Morgan Ulmer CFP® | Jan 3, 2021 | All About Tax, Cash Flow Concerns
Canada’s income tax structure means that the collective tax paid by two spouses each earning $50,000 is less one spouse earning $100,000. This framework is what makes spousal income splitting desirable. Like other income, earnings from a non-registered account are...
by Morgan Ulmer CFP® | Feb 12, 2020 | All About Investing
Unsure whether you should invest in a TFSA or an RRSP? When there’s only so much money to go around, making the best decision matters. Watch this video to find out which one is right for you. Morgan Ulmer CFP® Certified Financial Planner® professional Morgan...
by Morgan Ulmer CFP® | Jan 31, 2020 | Musings, We Think You Might Enjoy...
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Morgan Ulmer CFP® | Dec 3, 2019 | Cash Flow Concerns
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
