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Home » Personal Finance

Personal Finance

Articles about personal finance issues for Canadians

Budgeting Your Mental Health

Budgeting Your Mental Health
June 1, 2022May 31, 2022Jonathan Carter, CPA, CMA

Money is a major source of stress. Overcome the stress by learning how to budget.

Personal Budgeting, Personal Finance

Financial Planning Falsehoods About Money

Financial Planning Falsehoods About Money
May 17, 2022May 16, 2022Jonathan Carter, CPA, CMA

Understanding your relationship with money and how you use it is the first step.

Personal Finance

Convictions of Cash Money

Convictions of Cash Money
May 10, 2022May 9, 2022Jonathan Carter, CPA, CMA

Any thoughts, ideas or discussion surrounding money needs to be thought of in the context of emotions.

Personal Finance

Financial Literacy

Financial Literacy
April 18, 2022April 15, 2022Jonathan Carter, CPA, CMA

A positive cash flow asset creates cash flow every month.

Personal Budgeting, Personal Finance

RRSP Tax Deduction

RRSP Tax Deduction
February 10, 2022February 22, 2022Jonathan Carter, CPA, CMA

Canadians can hold two different kinds of investment accounts from the tax perspective.

Personal Finance

Tax Help for Canadian Tax Season

Tax Help for Canadian Tax Season
January 11, 2022January 11, 2022Jonathan Carter, CPA, CMA

It’s vital to understand your personal financial situation in order to be able to communicate everything clearly to your tax accountant.

Personal Finance, Personal Tax

Maximize Your Tax Savings

Maximize Your Tax Savings
April 13, 2021July 26, 2021Jonathan Carter, CPA, CMA

Working from home may increase your ability to take deductions against your income on your Canadian tax return.

Personal Finance, Personal Tax

RRSP FAQ

RRSP FAQ
February 23, 2021July 26, 2021Jonathan Carter, CPA, CMA

It potentially helps your tax situation.

Personal Finance

KATA Accounting’s Early Bird Tax Specials

KATA Accounting’s Early Bird Tax Specials
February 22, 2021July 26, 2021Jonathan Carter, CPA, CMA

If you get everything to us before April 1st, 2021, you get 30% off!

Personal Finance, Personal Tax

Saving Money: RRSP or TFSA?

Saving Money: RRSP or TFSA?
February 22, 2021July 26, 2021Jonathan Carter, CPA, CMA

It depends on your situation.

Personal Finance

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