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

Don’t lose all your hard-earned money to taxes

Don’t lose all your hard-earned money to taxes

It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that:
1. Learn how to make the most of the lifetime capital gains exemption.
2. Figure out ways to decrease your end-of-life tax bill.
3. Look into Immediate Financing Arrangements.