Article Topic: Insurance

Financial thoughts, tips and tricks for you to consider.

Why Real Estate Investors Should Own Infinite Banking Policies

  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...

Go Ahead … Fall In Love!

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 …...
Now is always better than later.

Now is always better than later.

When it comes to life insurance, now is always better than later. You can’t purchase home insurance when your house is on fire.  And you can’t purchase life insurance if your health has declined significantly. I have personally seen how waiting to purchase insurance...

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Insure Your Lifestyle

Insure Your Lifestyle

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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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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10 Strategic Uses for Cash Value Insurance

10 Strategic Uses for Cash Value Insurance

Paydown versus interest only - enhance lifestyle by spending more of your wealth Reduce pressure on capital – less capital is needed to produce the same retirement lifestyle Reduce pressure on withdrawal rates – less reliance on traditional retirement savings and less...

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905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2
Canada