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• The Six Steps to Financial Planning August 1, 2022
  A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial […]
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• The Five Steps to Insurance Planning July 5, 2022
  It’s essential to have enough insurance to give you peace of mind and make sure you are sufficiently insured. Working with an insurance agent can help make sure you are adequately insured. The five steps to insurance planning are: • Finding an insurance agent • Meeting with your insurance agent • Reviewing your insurance options […]
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• Permanent versus Term Life Insurance – What are the Differences? June 2, 2022
  You know you need life insurance – but you’re not sure which kind is best for you. There are two main kinds of life insurance: • Permanent, which lasts for your entire life. Premiums can be more expensive, but you can also use the policy to build up cash value. • Term, which is only […]
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• Easy Exit: Business Succession in a Nutshell May 4, 2022
  Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now.
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• 2022 Federal Budget Highlights April 8, 2022
  On April 7, 2022, the Federal Government released their 2022 budget. Our article contains highlights of the various financial measures in this budget, divided into these sections: • Housing • Alternative minimum tax • Dental care • Small businesses • Tradespeople • Canada Growth Fund • Climate • Bank and insurer taxes
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