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Archive for month: January, 2019

You are here: Home / Request a Quote / 2019 / January

2019 Financial Calendar

January 1, 2019/in Blog, Business Owners, corporate, Individuals, Investment, RRSP, Tax, Tax Free Savings Account /by Peace Agencies Financial Group

2019 Financial Calendar

Financial Calendar for 2019 – All the deadlines you need to know to maximize your benefits!

http://peaceagencies.ca/wp-content/uploads/2019/01/2019.png 512 1024 Peace Agencies Financial Group http://peaceagencies.ca/wp-content/uploads/2018/02/PAL-Logo-from-Westkey.jpg Peace Agencies Financial Group2019-01-01 14:33:002019-01-01 14:39:222019 Financial Calendar

Life Stages

  • RetireesAugust 13, 2015 - 1:55 pm

    Who:
    Age 65 and over
    Increased net worth
    No longer working or working part time

    Priorities:
    Mortgage is paid off
    Little to no debt
    Review pension arrangements
    Staying on budget
    Living off savings
    Reducing income tax
    Taking care of “What-Ifs”
    Make a will
    Consider power of attorneys
    Making sure health insurance is adequate
    Estate Planning

  • Preparing for RetirementAugust 13, 2015 - 6:42 am

    Who:
    Age 55 to 64
    Preparing for retirement
    May have adult children
    Increased net worth

    Priorities:
    Almost done paying mortgage
    Little to no debt
    Retirement savings is top priority
    Staying on budget
    Reducing income tax
    Taking care of “What-Ifs”
    Make a will
    Consider power of attorneys
    Making sure health insurance is adequate

  • Maturing FamiliesAugust 13, 2015 - 6:04 am

    Who:
    Age 45 to 54
    Established in career
    May have older children
    May be in peak earning years

    Priorities:
    Paying off mortgage
    Reduce all debts
    Saving for retirement
    Staying on budget
    Reducing income tax
    Taking care of “What-Ifs”
    Make a will
    Consider power of attorneys

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Latest news

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Get in Touch

Tel: (780)-532-2991

Email: general@peaceagencies.ca

Unit 18 9701 84th Avenue
Grande Prairie, AB T8V 4Z8

Fax: (780)-532-2796

Latest News

  • “Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supportsOctober 22, 2021 - 2:19 pm
  • The Five Steps to Investment PlanningOctober 1, 2021 - 6:00 am
  • Saving for EducationSeptember 1, 2021 - 6:00 am

About Peace Agencies

Our mission is to assist individuals, families and organizations in building or maintaining their financial structure. This brick by brick method is a ground up approach starting at the foundation and is realized through careful, realistic financial planning advice. This mission is pursued within the context of a commitment to honesty, integrity and best interest principles of you.

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