BOOK A FREE CALL
Golf is a Season. RRSP is not. financial advice financial planning retirement savings rrsp tax season Aug 26, 2021

Golf is a Season. RRSP is not. And a wonderful season it is! I love golf nearly as much as I do the Lakers and my family, but I digress...

RRSP season is not a 'thing', or at least it shouldn't be. Here's why

I recommend investing monthly or bi-weekly – whatever matches how you get...

Continue Reading...
In 100 words or less, how we calculate how much our clients need to retire! calgary money advice investment returns retirement rrsp savings tfsa Aug 06, 2021

First, we determine how much you spend; without knowing what your ideal quality of life now looks like, it’s impossible to predict the future.

Next, how many years until you retire? What will your life cost you at that point?

𝗛𝗼𝘄 𝗺𝗮𝗻𝘆 𝘆𝗲𝗮𝗿𝘀 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂 𝗹𝗶𝘃𝗲? No crystal balls here, but we...

Continue Reading...
5 Signs You Don't Need Whole Life Insurance! life insurance policy risk tolerance rrsp tfsa whole life insurance Aug 04, 2021

1. You are not in the top tax bracket.

2. You have plenty of TFSA and RRSP contribution room.

3. You do not have excess cash lying around on a regular basis.

4. You are not a business owner.

5. Your risk tolerance is higher than low.

If you check most of these boxes, 𝙥𝙡𝙚𝙖𝙨𝙚 𝙙𝙤𝙣'𝙩 𝙬𝙖𝙨𝙩𝙚...

Continue Reading...
GoFundMe should not be your plan to put your kids through school! calgary money advice critical illness coverage disability insurance life insurance rrsp tfsa Aug 03, 2021

**𝗪𝗔𝗥𝗡𝗜𝗡𝗚**

This is borderline too insensitive to write, but I think it is important enough to risk offending some. I mean no harm, nor to be overly dramatic - but let's talk!

It breaks my heart to see a fundraiser for a family that is left behind because someone died unexpectedly. Sadly we...

Continue Reading...