November 2023 - Kerr Financial



Archives
Charitable Giving over the holidays
Maximizing Charitable Impact and Tax Benefits as the Year Ends

Maximizing Charitable Impact and Tax Benefits as the Year Ends Charitable giving is a wonderful way to support communities and causes that are importa...

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Categories: Investment Management, Kerr Family Office, Personal Financial Planning Tags: AMT, Capital Gains, Charitable Foundation, Charitable Giving, Donation, Donor Advised Funds, Family Giving, Foundation, Minimum Tax, Tax Savings, year end planning
Retirement planning during your retirement years
Navigating Post-Retirement: The Vital Role of Ongoing Planning During Retirement

Navigating Post-Retirement: The Vital Role of Ongoing Planning During Retirement Understanding the importance of planning for retirement is crucial to...

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Categories: Personal Financial Planning Tags: Estate and Tax Planning for Retirees, Financial Strategies in Retirement, Market Volatility and Retirement, Maximizing Retirement Income, Post-retirement Financial Advice, Retirement Lifestyle Adjustments, Retirement Planning, Retirement Savings Management
Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
Tel: (514) 871-8213
Fax: (514) 393-9516

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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

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