Financial thoughts, tips and tricks for you to consider.
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...
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...
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...
I believe there are core financial planning beliefs that benefit financial instutions and not Canadians. Which is why my wealth planning process is significantly different then most. To get a taste of how you may be on the wrong track, consider listening to this...
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, 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...
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...
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,...
RULE 1: FULL REPLACEMENT PROTECTION Unforeseen events can happen at any time. Full replacement value of your assets, income, and life is essential for wealth conservation in the event of a claim. A properly designed protection plan is a higher priority before savings...
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