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The Importance of a Financial Plan

by 4 Corner Financial | Nov 1, 2018 | Blog, Business Owners, Families, Financial Planning, Investments, Savings

Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easier to make decisions that align with your goals. We outline 8 key areas of financial planning:Income: learn to manage your income...

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  • Investing as a Business Owner 2023 November 1, 2023
    Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.
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  • The Health Spending Account for Business Owners and Incorporated Professionals October 3, 2023
    Discover a game-changing solution to manage medical expenses efficiently - the Health Spending Account. As a business owner, reduce tax burdens and provide tax-free benefits to yourself and employees. No monthly premiums, cost-effective, and hassle-free reimbursement process. Unlock the full potential of your healthcare budget now.
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    Dive into the details of Registered Education Savings Plans (RESPs)! This guide covers how RESPs work, eligibility criteria, benefits, and government grants such as the Canada Education Savings Grant. Learn how to open an RESP and safeguard your child's educational future.
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  • Understanding Tax-Free Savings Accounts (TFSAs) August 1, 2023
    A Tax-Free Savings Account is a powerful tool to help you achieve your financial goals. Whether you're saving for a new home, planning for retirement, or investing in your children's education, a TFSA can be a valuable part of your financial strategy. The flexibility and tax advantages it offers make it a great choice for […]
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  • Retirement Planning July 3, 2023
    Most of us understand the benefits of sensible retirement planning but when it comes to actually creating your personal retirement strategy and putting it into effect it doesn’t feel quite as straightforward. The reality is that, while there are lots of variables to consider, it isn’t as difficult to create an effective plan for retirement […]
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James A. Dietrich, FIC, AFA

(306) 931-7625

jamesd@4cornerfinancial.ca

Address

513 Baycroft Drive
Martensville, SK S0K 2T2

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