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The Greenard Index

Kevin Greenard: Claiming the caregiver tax credit

Kevin Greenard: Claiming the caregiver tax credit

Kevin Greenard: All about the disability tax credit

Kevin Greenard: All about the disability tax credit

Kevin Greenard: 10 tips to help overcome the fear of running out of money in retirement

Kevin Greenard: 10 tips to help overcome the fear of running out of money in retirement

Many people fear running out of money in retirement. We often tell clients that we fear the opposite — that they will not enjoy the money they worked hard for.
Kevin Greenard: How old do you feel? Finances and longevity

Kevin Greenard: How old do you feel? Finances and longevity

Most people do not talk about the financial impact of longevity, including living arrangements and health care costs.
Kevin Greenard: What does retirement look like to you?

Kevin Greenard: What does retirement look like to you?

It’s useful take a step back and have a meaningful conversation about what retirement looks like for you.
Kevin Greenard: Equities provide significant tax benefits

Kevin Greenard: Equities provide significant tax benefits

Understanding the taxation of investment income is a key concept to explain to all new clients. Even existing clients need to be reminded of taxation features from time to time.
Greenard Index: Don’t overdiversify – why we avoid mutual funds, exchange traded funds

Greenard Index: Don’t overdiversify – why we avoid mutual funds, exchange traded funds

Kevin Greenard’s recommendation for new investors is to focus first on savings and avoiding investment mistakes.
Kevin Greenard: All about Trusted Contact Persons and Temporary Holds

Kevin Greenard: All about Trusted Contact Persons and Temporary Holds

Financial advisors now have additional tools to protect clients from scams: Trusted Contact Person and Temporary Holds.
Kevin Greenard: Deferring property taxes may help retirees stay in their homes

Kevin Greenard: Deferring property taxes may help retirees stay in their homes

Even with higher interest rates, property tax deferment is still a great program for most retirees.
Kevin Greenard: The Greenard Group style of investing

Kevin Greenard: The Greenard Group style of investing