The Art of Tax Loss Selling by Mark Nichol If you have bought and sold capital property this year you should review these transactions to determine whether you need to do some balancing transactions. The effect of selling off investments to create gains or losses can improve your income tax position for 2016. This year, you have until December 27th to make any transactions count. To begin: Gather the following information and book an appointment with one of our financial advisors: Find your...
Tag: insurance
Major life events happen to us all of the time, and sometimes without warning. Whether these events are planned or not, life insurance and financial products can help create a safety net when it's needed the most. Be prepared for what life might have to throw at your by re-evaluating your insurance needs when: You purchase a home or start a business You have a baby or adopt Your children move out of the house If you do not currently have life insurance, term life can be a good place to start....
If there is one thing that categorically, most people do not like to talk about, it is about end of life. However, Estate planning is one of the most crucial parts to your overall financial plan, as well as being one of the most beneficial and kind things you can do for your loved ones. Pre-planning for your funeral is important, and that is why we have a funeral planning guide to offer to all clients and prospective clients. This guide is a short and simple walk through of funeral services,...