Posts Tagged retirement

MAXIMIZE CHARITABLE GIVING BY USING A HOLDING COMPANY

  Giving Advice Newsletter

Comments Off on MAXIMIZE CHARITABLE GIVING BY USING A HOLDING COMPANY   |   Posted in Charitable Giving,Latest News November 08, 2018

HOW TO MAKE MORE TAX DEDUCTIBLE CONTRIBUTIONS

  How to Make More Tax Deductible Contributions to Your Retirement Savings than the Maximum Allowable RRSP Contribution Room”

Comments Off on HOW TO MAKE MORE TAX DEDUCTIBLE CONTRIBUTIONS   |   Posted in Financial Planning for Business Owners,Latest News,Retirement Planning August 20, 2018

CONSIDER PRESCRIBED ANNUITIES BEFORE TAX CHANGES IN 2017

  When you buy a life annuity, you receive a guaranteed stream of income for as long as you live and do not have to worry about the fluctuations of the markets and interest rates. Plus, life annuities provide the highest level of guaranteed income available. If ...

Comments Off on CONSIDER PRESCRIBED ANNUITIES BEFORE TAX CHANGES IN 2017   |   Posted in Insurance,Latest News,Life Insurance,Tax Planning May 21, 2016

Should You Have a Business Succession Plan?

If you are a business owner, the answer is a definitive YES. When you are building and growing your business the last thing you think about is the possibility of selling it or passing it on to the next generation. However, if you ...

Comments Off on Should You Have a Business Succession Plan?   |   Posted in Business Succession Planning,Estate Planning,Financial Planning for Business Owners,Tax Planning September 06, 2010