3 Undisputed Reasons To Use a Financial Advisor You use a plumber to fix your sink, a doctor to give you advice when it comes to your health and a carpenter when you want to build a shed. When it comes to understanding your finances and planning for your future you should really consider working […]
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Free Estate Planning Letter of Direction Free Estate Planning Letter of Direction I am always out visiting clients and I often get the same questions asked. I thought it would be good idea to put them together for you. This is the answer to what is Estate Planning? Estate Planning ranges from wills, insurance, trusts
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https://youtu.be/4sKzdV2ltp0 An Insurance Broker does not work for one specific insurance company, they work for you, the client. They can also act as your advocate in the settlement of any claim that may be made by you under your insurance. In the majority of cases, an insurance broker acts on your behalf as your agent.
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With a new year comes a chance to set fresh financial goals. Setting goals that are simple, realistic and easy to execute will help you get focused and stick to your plan long term. Here are 5 simple financial actions you can take in 2019 to improve your finances. 1. Pay Yourself First By Automating
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https://youtu.be/0GylK8l0Rbc Have A Safe & Happy Holiday Season! We are extremely grateful for all the relationships we developed and enhanced in 2018 and are thankful for your continued trust. We wish you and your family a wonderful holiday season and look forward to serving you in 2019. Contact Us Jay Newton BA, CLU, CHS, EPCWealth
5 Tips To Get You In The Driver’s Seat Of Your Financial Sleigh For The Holidays It’s November, the start of the biggest spending season of the year. It’s no coincidence that it is also Financial Literacy Month. The average Canadian will spend $1810 on holiday related expenses, which is up 12% from 2017. This
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How Critical Is Critical Insurance? It’s October and Breast Cancer Awareness month is upon us. During this month, many of us reflect on the people in our lives who have survived or passed on from this horrible disease. The truly sad thing is that breast cancer is just one of an ever growing list of
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5 Ways to Save This Summer It’s official, summer is here! Like most parents you are probably looking for options to have fun, but not break the bank this the summer. So what can we do to keep our kids active while enjoying quality family time, without having to re-mortgage our home? Here are
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The Most Important Life Insurance Questions I wanted to discuss the biggest question surrounding Life Insurance today because 50% of adults are uninsured or underinsured leaving their families flirting with a financial crisis. The question is, “How much Life Insurance do you need?” I’m going to answer that question with a question; “How concerned are
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Kids need to be taught Financial Literacy Start conversations about money early.Teaching children how to manage money will help them throughout their lives. Start teaching children about money when they’re young. If you start early, you can build on their knowledge as they grow. This way children will learn how to: make good decisions about
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