January 2022 - Kerr Financial

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2022 Financial Resolutions – It’s not too late!!

6 Tips to improve your 2022 Financial Resolutions The new year is under way and before you get to lost in your day-to-day activities, consider taking ...

Categories: Estate Settlement & Administration, Personal Financial Planning Tags: easy financial planning, fee only, financial resolutions, pay down debt, Tips

Q4 – 2021 Quarterly Review

After experiencing one of the sharpest and deepest economic recessions in modern history in 2020, the global economy entered a period of recovery in 2...

Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q4-21 Quarterly Review

“Snowbird’s dilemma” Buying versus renting and 7 factors to consider

“Snowbird’s dilemma” Buying versus renting and 7 factors to consider Are you a snowbird facing the dilemma of whether to buy or rent a property ...

Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: Canada-U.S. tax, Florida, Rent vs Buy, retirement, Snowbird, U.S., U.S. Estate Tax, U.S. Property, U.S. Tax

Selling your business this year? Here is what you should be doing!

Selling your business? Here are 3 options & the steps you can take now If you are a business owner who is ready to move on from what you worked ...

Categories: Accounting Services, Investment Management, Personal Financial Planning Tags: Business, getting the most for your business, sale of business, selling your business, Shares or assets, small business