Three common mistakes to avoid in your retirement plan

Watch for three quick tips to keep in mind for your retirement plan. For any questions, please reach out. 

 

Managing your personal tax planning 

Watch to learn about your 2024 marginal tax rate and tips to keep in mind. 

 

Tax-efficient asset location 

Watch for a strategy to keep in mind for your investment portfolio. 

See below article that shares how an asset location strategy helps to enhance your after-tax return on your 
investments.

Asset Location Strategy ( click for more details)

Common TFSA mistakes to avoid

TFSAs are a smart way to achieve your financial objectives with tax-free growth and withdrawals.
And did you know that the amount you withdraw is restored the following year?
If you're considering opening a TFSA or already have one, watch for four common mistakes to avoid.

 

2024 Financial Tips 

Watch for some key reminders to build your 2024 financial plan. 

 

Helping the younger generation in your family become financially savvy 

One of the biggest wealth planning concerns for the affluent is ensuring that the next generation has the financial management skills necessary to become future stewards of the family's wealth. Here's a quick tip on how to help them with budgeting and saving. Watch the video below to learn more. 

Reach out for a copy of our financial literacy program. 

When should you review your Will or estate plan? 

 Everyone generally knows the importance of getting regular health checkups with a doctor or regular car maintenance with a mechanic, but when was the last time you looked at your Will or estate plan? Is it due for a checkup? Have you experienced any life changes recently that require an update to your Will or estate plan?

Click here for more details.

Improving Your Financial Well-Being in 2023

 

Making smarter financial decisions is one of the most popular resolutions we make at the New Year. Reach out for strategies to improve your financial well-being in 2023. 

2022 year-end tax planning

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, here’s a summary of some common year-end tax planning strategies.

For more details, click this link .

Financial Literacy Month

When it comes to financial education, it’s never too late or too early to start.
Watch for age-specific tips that you can use to set the stage for a lifetime of informed and confident financial decision-making for the younger members in your family. 

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