March 15, 2022
Retirement Planing MasterClass The Retirement Planning Masterclass was created to help you to better structure your retirement and investment plans, to better manage risk, and to preserve a comfortable lifestyle. Live Online Tuesdays, April 19 & 26 Time: 10:00am-11:30am Concordia University Saturdays, April 23 & 30 Time: 10:00am-11:30am 282 Concordia […]
November 19, 2021
2022 Important Planning Numbers Download There are lots of important planning numbers that we work with. At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
September 14, 2021
Biden Tax law proposal Targets High Income Individuals, S-Corps and Trusts Introduction The new Biden tax law is on deck and in the books. Democrats released the tax proposal on September 13. After months of anticipation, the final product does not match expectations. The proposed measures may impact you in […]
July 8, 2021
Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting. Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]
January 15, 2021
Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle. Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not. Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]