{"id":265,"date":"2013-03-19T16:34:37","date_gmt":"2013-03-19T16:34:37","guid":{"rendered":"http:\/\/andrewwbradley.ca\/Blog\/?p=265"},"modified":"2013-03-19T16:34:37","modified_gmt":"2013-03-19T16:34:37","slug":"tax-time-right-time-for-financial-planning","status":"publish","type":"post","link":"https:\/\/blog.andrewwbradley.ca\/index.php\/2013\/03\/19\/tax-time-right-time-for-financial-planning\/","title":{"rendered":"Tax Time is Right Time for Financial Planning"},"content":{"rendered":"<p style=\"text-align: left;\" align=\"center\"><strong>Press Release\u00a0<\/strong><\/p>\n<p style=\"text-align: left;\" align=\"center\"><i>Local Independent Insurance Broker &amp; Personal Financial Specialist advises careful attention to investment, retirement and\u00a0estate planning\u00a0during tax season\u00a0<\/i><\/p>\n<p><a href=\"https:\/\/andrewwbradley.ca\/Blog\/managing-money\/stocksnap_3oexfdxo6k-2\/\" rel=\"attachment wp-att-1743\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignleft size-large wp-image-1743\" src=\"https:\/\/andrewwbradley.ca\/Blog\/wp-content\/uploads\/2017\/02\/StockSnap_3OEXFDXO6K-1024x683.jpg\" alt=\"Tax and financial planning\" width=\"1024\" height=\"683\" \/><\/a>Orleans, Ontario March 19th, 2013 \u2013 Your tax return is more than a tally of what you owe Mr. Harper. It\u2019s a roadmap to financial planning, giving insight into investment, retirement and estate planning needs. \u201cTax season gives us a snapshot of our total financial picture,\u201d said Andrew W Bradley, with AndrewWBradley.ca Financial Services. \u201cWith T-4s, RRSP receipts and other paperwork handy, it\u2019s an important opportunity to assess where you are and to make adjustments that can move you closer to your financial goals.\u201d<br \/>\nThis year, in particular, the need for financial planning is more important. A large number of families are carrying too much debt and there are lots of benefits and credits to help families with their expenses throughout the year and reduce the amount that they owe at tax time.\u00a0What happens at tax time\u00a0could affect financial strategies this year and in the future. It could make sense, for instance, to max out your RRSP contribution room to lower your taxes\u00a0or what\u00a0should you do with your tax refund \u2013 pay down debt or put it into savings. Portfolio allocation between taxable and non-taxable accounts could also become more important, depending on your circumstance. I find that the majority of Canadians are still not taking full advantage of their TFSA accounts and are unsure of the rules surrounding contribution limits and withdrawal penalties. \u201cIt\u2019s necessary to understand how these can affect your financial situation and to plan now for appropriate investment, retirement and estate strategies,\u201d Andrew added.<br \/>\nAs an Independent Broker with AndrewWBradley.ca, Andrew has demonstrated robust knowledge in tax, investment, retirement, estate and insurance planning and committed to ongoing education. He worked previously as a Collection Call Centre Agent at the Canada Revenue Agency where he worked with taxpayers and businesses to create repayment plans for outstanding debts and general tax information.<br \/>\nTo speak with Andrew W Bradley about using the tax return for financial planning, contact 613.286.6841 or email Info@AndrewWBradley.ca.<br \/>\n<a title=\"AndrewWBradley.ca\" href=\"http:\/\/www.andrewwbradley.ca\"><i><span style=\"text-decoration: underline;\">About AndrewWBradley.ca Financial Services<\/span><\/i><\/a><br \/>\n&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Press Release\u00a0 Local Independent Insurance Broker &amp; Personal Financial Specialist advises careful attention to investment, retirement and\u00a0estate planning\u00a0during tax season\u00a0 Orleans, Ontario March 19th, 2013 \u2013 Your tax return is more than a tally&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":24128,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[13],"tags":[181,249,361,366,513,522,534],"_links":{"self":[{"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/posts\/265"}],"collection":[{"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/comments?post=265"}],"version-history":[{"count":0,"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/posts\/265\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/media\/24128"}],"wp:attachment":[{"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/media?parent=265"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/categories?post=265"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.andrewwbradley.ca\/index.php\/wp-json\/wp\/v2\/tags?post=265"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}