Financial thoughts, tips and tricks for you to consider.
Women are often faced with unique financial challenges. Typically we live longer and earn less money than our male counterpart. If single with children, we often bare more of the child rearing costs and time commitments. We have higher incidents of illnesses...
Your retirement income is likely not going to be what you expect. In this video I cover the reasons why. And how to fix the problem. Click below to watch the video and find out more.
Real Estate is a core foundation of our clients’ wealth plans. They generally rely on the income and appreciation in a significant form in retirement. However, we are well aware that things don’t always go as plan and we use infinite banking policies as a...
There is a saying when it comes to investments, don’t fall in love with them. Just because a particular stock has done right by you in the past, does not necessarily mean it should be a permanent relationship. However, when it comes to the infinite banking concept …...
Coming from European parents, especially my Dutch father, paying off debt was probably the most important financial truth instilled in us at an early age. You never owed people money. You always paid your credit card off 100% every month. And you worked hard to be...
If you could design the perfect investment, what characteristics would it entail? Safe, maybe even guaranteed A Great Rate of Return is a must It would be great if you could use it as collateral and borrow against it. Being able to take money out when needed or put...
In Part I of Whole Life Insurance and the Coronavirus I illustrated how our insurance policies rescued us from a potentially financially devastating situation last March when the full impact of the Coronavirus hit Canada. I encourage you to read Part I and how...
Its true. I always explain to clients how important it is to have permanent cash value insurance as a key foundation in one’s wealth plan. Without insurance, you are completely exposed to financial hardships, which can be devastating, especially in retirement. ...
As a Wealth Strategist the number one question I get from people approaching retirement is, “How much do I need to retire?” And far too often we are not having the “What’s my number?” discussion early enough in the financial planning process. Real Estate has...
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