Tax Season is a good time for a Financial Review. Whether an Individual, Family or Business. There are questions we all need to be asking ourselves. Such as: If I became partially disabled would I still work? If anything happened to me would I want my Family to be worse off, better off, or about the same? What would happen to my Business if I lost my best person? How can I get my retirement plan back on track? Or even started? Providing Solutions for Taxes and Aging. Learn more here:... more
Posted at 08:14 PM
Monday, March 4, 2024
Tax Season is a good time for a Financial Review. Whether an Individual, Family or Business. There are questions we all need to be asking ourselves. Such as: If I became partially disabled would I still work? If anything happened to me would I want my Family to be worse off, better off, or about the same? What would happen to my Business if I lost my best person? What's your need? Providing Solutions for Taxes and Aging. What's your most important concern? Learn more here:... more
Posted at 06:57 AM
Sunday, March 3, 2024
RRSP Season is now over. We are now into Tax Season. It's a good time for a Financial Review. There are questions we all need to be asking ourselves about the following: Life Insurance (right amount right coverage?) Critical Illness Insurance (coverage for heart attacks / cancers /stroke) Disability Coverage (if you were partially disabled would you still work?) Education Plans (sending your kids / grandchildren to school) and for the self employed Business Overhead Expenses. What's your need? Providing Solutions for Taxes and... more
Posted at 07:45 AM
Friday, March 1, 2024
RRSP Season is now over. We are now into Tax Season. It's a good time for a Financial Review. There are questions we all need to be asking ourselves about the following: Life Insurance (right amount right coverage?) Critical Illness Insurance (coverage for heart attacks / cancers /stroke) Disability Coverage (if you were partially disabled would you still work?) Education Plans (sending your kids / grandchildren to school) and for the self employed Business Overhead Expenses. What's your need? Providing Solutions for Taxes and... more