Planning Matter$ | Murray Callaghan Wealth Management, Financial Planner, Campbell River, BC

Planning Matter$

The following 100 plus published articles, all written by Murray, appeared as regular features to both the Business Gazette and Campbell River Courier-Islander over many years. While both publications have since ceased service Murray continues to write monthly newsletters to his clientele on the geopolitical and macroeconomic landscapes that affect the investment climate.

While they summarize general economic and financial planning principles, these are opinion pieces and should not be considered a replacement to advice tailored to your particular circumstances.

The Retirement Olympics

Wed, 2014-04-09

Along with millions of Canadians I followed the Winter Olympics with great interest. In terms of medal count, Russia was tops. This is part of their legacy along with the unfathomable $51...

Life Insurance in Retirement

Wed, 2014-03-26

There are many reasons to consider the purchase of life insurance. For those in retirement, I can think of 4 primary reasons; 1) to maximize the value of an estate 2) to equalize an estate as...

Fraud Awareness

Wed, 2014-03-12

You've likely seen the ads of "David." He's the smooth talking, white-haired gentlemen promising high returns, no risk and his personal guarantee. In one ad he proclaims that, "you couldn...

The CPP

Wed, 2014-02-26

$200 Billion Buoyed by strong returns across all sectors this is the latest estimate of what the Canada Pension Plan is currently worth. It's big, it's prominent and it is run by a large and...

RRSP Refresher

Wed, 2014-02-12

Gordon Pape calls them the "ultimate wealth builder." I agree. The RRSP accomplishes 3 primary goals. Immediate tax deferral, tax-sheltered growth and control over how that...

The Loonie

Wed, 2014-01-29

The Canadian dollar vis-a-vis the US dollar has lost some ground of recent. Well, quite a bit actually. The first sentiment of a high dollar is national pride. We are better than...