Article Topic: Featured

Financial thoughts, tips and tricks for you to consider.

Option traders should invest in insurance.

Option traders should invest in insurance. Many of my connections in the real estate world took the initiative this year to learn about option trading and are actively relying on this strategy for income and wealth creation.   Congratulations if you have taken the...

Infinite Banking is not Life Insurance

I have been getting a lot of inquires lately about infinite banking life insurance. Firstly, infinite banking is not life insurance.   But rather, infinite banking is a concept.   There are many other descriptions for the same idea.    Be your own banker.   Circle of...
Safe Withdrawal Rate

Safe Withdrawal Rate

If you are not familiar with the term “Safe Withdrawal Rate” you should be.   Its the key factor to guide you in determining how much money you can withdrawal from your savings each year once you reach retirement.     Nobody wants to run out of money.    So using this...

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Certainty of Money

Certainty of Money

The certainty of money in the future creates a world in which we can behave very differently now.   Let’s take a look at a simple example.   Imagine that you were entitled to a $500K bonus from your company, but the caveat is that it would not be paid out for 5...

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905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2
Canada