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Group One Planning Solutions
March 2026 NEWSLETTER Click on the cover page to open our spring newsletter with your web browser or download the newsletter in PDF format below!
FEATURED POSTS
Group One Planning Solutions
Beware of mirror willsClients think they’re fine — advisors need to know that they can lead to unintended consequences
Parents co-signing for their child's mortgage is 'fraught' with risks: brokers
CRA changes authorization process to represent clients
Opinion: Clients who act as executors or powers of attorney need training
Disability tax credit is underapplied for and underused: CRA report
They downsized to save money and simplifytheir lives. Here’s what they wished they’dknown
Some clients can unlock extra LIF value in 2025
Poor millionaire homeowners: Retirement with lots of home equity and not enough savings.
How to Weather Economic Uncertainty
Master Your Finances And Reach
Learn How To Manage Your Budget
RECENT POSTS
Group One Planning Solutions
Beware of mirror willsClients think they’re fine — advisors need to know that they can lead to unintended consequences
Parents co-signing for their child's mortgage is 'fraught' with risks: brokers
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