NAVIGATE TO OUR EPISODES: Setting The Stage Assessing Your Estate Crafting Your Legacy Blueprint 1. Setting The StageMike introduces the concept of legacy planning, emphasizing its importance in leaving a lasting impact beyond financial assets. Gord and Oliver...
Timely and educational insights
Topic: Financial Planning
Tax Plan vs Financial Plan
Tax plans, managed by accountants, aim to minimize yearly income taxes. They can range from simple strategies for employees to complex plans for business owners. On the other hand, financial plans are comprehensive documents outlining how individuals can achieve their...
Do I really need a financial plan?
They emphasize that financial planning is not just for the wealthy but is essential for everyone, regardless of their financial situation. Drawing parallels to medical care, they explain how a financial plan serves as a personalized roadmap for achieving financial...