MTAR Accounts for Business Owners
[vc_row][vc_column][vc_video link=”https://youtu.be/7VFfoPw_7gI” css=”.vc_custom_1642018123963{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column_text css=”.vc_custom_1642089451799{padding-top: 20px !important;padding-bottom: 20px !important;}”]Are you taking advantage of your corporations to their full capacity? Here is one strategy that may be suitable for your situation. We will use John, a 45-year-old non-smoker for a quick case study. John has $100,000 to invest in his corporation. That investment […]
How Is Your Investment Portfolio Taxed?
[vc_row css=”.vc_custom_1612380408194{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column][vc_column_text] Don’t throw $440k out the window Has a credit card statement ever made you yell out, Holy Moly!!!!! (or insert expletive)? That’s what happened to me last week, and I quickly found myself on a call with my credit card provider. To my surprise, I was apparently treating someone […]
Avoiding the RRSP Tax Bomb
[vc_row css=”.vc_custom_1612380408194{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column][vc_column_text] Avoiding the RRSP Tax Bomb I recently met up with some old friends from high school, and we reminisced about some of the good times we had back in the day. We got to talking about the time I absolutely bombed during a class presentation. It was a total […]
Health Benefits Plan
[vc_row css=”.vc_custom_1612380408194{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column][vc_column_text]While working, most people don’t pay much attention to the cost of their health benefits plan as it’s something they are required to pay into. However, a health benefits plan becomes optional once retired, so make sure you have the proper coverage that fits your needs. You may be […]
Cancel Your Loan Insurance?
[vc_row][vc_column][vc_video link=”https://youtu.be/gugJq5eMFag” css=”.vc_custom_1621352907103{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column_text css=”.vc_custom_1621352930446{padding-top: 20px !important;padding-bottom: 20px !important;}”]In this weeks video I go over creditor insurance and how it can be replaced with more cost-effective personal insurance.[/vc_column_text][dt_fancy_image image_id=”5919″ width=”700″ css=”.vc_custom_1621353575577{padding-top: 20px !important;padding-bottom: 20px !important;}”][/vc_column][/vc_row]
Retirement: What You Need to Know
[vc_row][vc_column][vc_column_text]https://youtu.be/6UwIGk_WKoU You’ve worked hard for decades, and now that you are approaching or entering retirement, you could find yourself exposed to significant taxes without the proper strategies in place. Keep more of what you’ve built and enjoy the retirement you deserve. This complimentary video will cover the following topics: Am I on […]
Is life insurance an investment or expense?
Are you thinking about purchasing life insurance as a succession planning tool, but having trouble wrapping your head around the annual costs? You might be thinking, “I could be using this cash to buy more land, pay off debt, increase my salary, upgrade my equipment, etc.” I get it, insurance isn’t a very exciting topic, […]
Should I buy life insurance today or tomorrow?
[vc_row][vc_column][vc_column_text] Life insurance is one tool farmers use to help equalize their estate. Below is a comparison of the different costs of buying your life insurance today rather than waiting until you’re older. The scenario You have two children. One would like to farm; the other one isn’t interested. You want to make things […]
Life Insurance – Why Millionaires are Buying as Much of it as Possible
If you’re in your sixties, you’ve most likely had a need for life insurance in the past. Whether it was when you purchased your first home and wanted to protect your spouse and children, or when the bank required it as a condition of lending you money. These were situations when life insurance was a […]
