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Top 5 Reasons People Don’t Speak to Money Professionals

Tag: personalfinance

Top 5 Reasons People Don’t Speak to Money Professionals

September 24, 2021

Top 5 Reasons People Don’t Speak to Money Professionals Why are we so tentative when it comes to meeting with a money professional? After meeting with potential clients, I often hear, “Well that was not what I expected!” or “That was painless…actually quite enjoyable!” If we were to take a look at the top 5 […]

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6 Streams to Pull Retirement Income From

6 Streams to Pull Retirement Income From

March 15, 2021

The way I see it, Canadian’s are not taking full advantage of their entitlements to create a comfortable and secure retirement.  How are you supposed to have your dream retirement if you don’t plan for it? I am a firm believer that you should have multiple streams of income throughout your lifetime, including retirement, as […]

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4 times you should consider meeting with a financial planner

4 times you should consider meeting with a financial planner

April 23, 2020

Are you serious about building long-term wealth? You should probably meet with a certified financial planner.  They can help you organize your overall financial picture as well as help you implement strategies that can help you achieve your goals.  Following, are a few times when it would be in your best interest to meet with […]

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Retirement Savings Strategy

Retirement Savings Strategy

April 23, 2020

What you didn’t know about retirement planning—Life insurance can be used as a strategy for retirement savings […]

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What Happens If You Are Not Able to Work

What Happens If You Are Not Able to Work?

April 16, 2020

If you are an entrepreneur looking to get the most out of your hard, earned money, then this will be an important article to read now. Risk management is the core of any corporation.  Entrepreneurs NEED a plan put in place.  One of the mistakes I see entrepreneurs make, is that they are too busy to […]

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Keep it in your Pocket

Keep it in your Pocket

April 9, 2020

Like so many self-employed, contract workers and owners of small businesses, the wish I hear about most is getting access to group insurance benefits coverage, at an affordable price. […]

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5 Retirement MYTHS

March 28, 2020

When I speak with individuals on the topic of RETIREMENT, I hear all sorts of concerning statements. […]

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Categories

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  • Taxes (11)

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