Material changes with OMA Group Disability Insurance
Material changes with OMA Group Disability Insurance 1
Author: levinefinancial
Would You Rather Pay 71% or 29% Tax?
Would you rather pay 71% or 29% tax?
4 Myths about life insurance
Will and estate planning for physicians
Mortgages – Variable or Fixed Rate?
Mortgages – fixed or variable rate?
There is no such thing as a “Simple Will”
Will and estate planning for physicians
Death, Tax and Probate
Death tax and probate fees
Critical illness insurance 101
Critical illness insurance for physicians
Changes at MD Management bothering you?
As the new year starts, some clients have been asking about the changes at MD Management, market volatility, their RSPs and corporate investments. Levine Financial Group is focused on saving physicians money on insurance. Clients often ask where do I invest my money? I have been a client of Nicola Wealth Management since 2007 with my corporate and personal investments. My returns are conservative and have far lower volatility than the market. Nicola Wealth manages nearly $6 Billion on behalf of…
How Much Life Insurance is Enough?
Life insurance for physicians
Physician income splitting
On June 25th 2018 the government passed Bill C-74. This legislation brings new rules on income splitting and limits access to the small business deduction where passive investment income exceeds $50,000 a year. Below is a summary on the proposed income splitting tax rules (TOSI rules) for illustration and discussion purposes. For most incorporated physicians, there are two parts to what they refer to as “income”; salary and dividends. Salary. The general rule is the salary you pay an employee…