Borrowing & Investing
3 min read

Being an executor: More than just paperwork and patience

By PenFinancial Credit Union on Feb 27, 2025 11:16:54 AM

Let’s be honest – being named an executor isn’t exactly like winning the lottery. In fact, it’s more like inheriting a part-time job you never applied for. But understanding what this role entails can help you decide whether to accept this honour (or politely decline it).

Topics: Tax Planning Financial Advice Financial Planning Estate Planning
5 min read

Tax refunds: Putting the F-U-N back in tax season

By Catherine Palmer on May 19, 2016 6:43:24 PM

It’s the happiest time of the year! The trees are budding, the flowers are blooming, and your income tax returns are due. Ok, tax season may not seem like a good time, but hear me out – there are plenty of positives associated with filing your taxes.

Topics: Tax Planning