Article Topic: Financial Planning

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...
Are you spooked yet?

Are you spooked yet?

​Today scary decorations are all around our neighbourhood.   Halloween, the day of dressing up and trick-or-treating, is full of fun and excitement for the young.    But there are often 365 days of fears for retirees. What scares retirees the most? The Market When you...

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Financial Priorities

Financial Priorities

As a wealth strategist, when I speak with most of my clients their financial focus is usually on paying down debt, investing in stock markets or real estate, and saving for retirement. They overlook one of the most important pillars of financial success … life...

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Quit Your Day Job

Quit Your Day Job

I work in the financial services business with a very unique approach to wealth and retirement planning. Everyday I actively support my clients in owning income properties in order to retire earlier with greater income security. So, I gladly accepted CREW’s QUIT YOUR...

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You Can’t Handle The Risk

You Can’t Handle The Risk

When I ask clients if they can handle risk, they usually say yes. Well let’s test that hypothesis then shall we. In 2008 did you get into the market or out of the market? How about 2020? If you got out of the market, then you can’t handle risk. If you invested more,...

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The Truth about RSPs

The Truth about RSPs

If what you KNEW to be true about RSPs was not true, when would you want to know? What is the number one reason Canadians contribute to an RSP?     It’s not to save for retirement.   It’s to LOWER THEIR TAXES THIS YEAR.    But this approach can often be a big...

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905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2
Canada