Mature Families
Mature Families
Who's this for?
- Age 45 to 54
- Established in career
- May have older children
- May be in peak earning years
Benefits
- Paying off mortgage
- Reduce all debts
- Saving for retirement
- Staying on budget
- Reducing income tax
- Taking care of the “What-ifs?”
- Disability
- Critical Illness
- Premature Death
- Make a will
- Consider powers of attorneys
Latest News
Do you have enough for retirement?
Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time to consider the three critical stages of retirement planning.
1) Accumulation
2) Pre-retirement
3) Retirement
Retirement Planning for Business Owners – Checklist
As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place.
We’ve put together an infographic checklist that can help you get started on this.
2022 Federal Budget Highlights.
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