Peace Agencies
  • HOME
  • ABOUT
    • ABOUT
    • SUPPLIERS
    • DOWNLOAD OUR APP
    • PRIVACY & TERMS OF USE
  • SERVICES
    • BUSINESS
      • BUSINESS CONTINUATION
      • BUSINESS SUCCESSION
      • EXECUTIVE BENEFITS
      • GROUP BENEFITS
    • LIFE STAGES
      • STARTING YOUR CAREER
      • GROWING FAMILIES
      • MATURING FAMILIES
      • PREPARING FOR RETIREMENT
      • RETIREES
  • BLOG
  • TOOLS
  • CONTACT
  • COVID-19 UPDATES
  • Search
  • Menu

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

Tags

2017 beneficiaries beneficiary blog Budget Business owners buy sell capital gains exemption Capital Gais child children Corporate Income Tax Critical illness debt Dividends employees estate planning families funeral expenses heart attack heirs individuals Insurance Interest investment key person kin legacy Life Insurance marital status Mortgage old age security parent Personal Income Tax Registered Retirement Savings Plan retirement retirement contribution room RRSP smoking starting a family Tax tax free savings account tax reform TFSA wills

Latest news

  • Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerJuly 5, 2022 - 6:00 am
  • 2022 Federal Budget HighlightsApril 8, 2022 - 12:48 pm
  • Easy Exit: Business Succession in a NutshellMarch 4, 2022 - 6:00 am

Categories

  • 2019 Only
  • 2020
  • 2020 Only
  • 2021
  • 2022
  • Accountants
  • Blog
  • Budget
  • Business Owners
  • Buy Sell
  • Charitable Gifting
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • Critical Illness
  • Critical Illness Insurance
  • Debt
  • disability
  • Disability Insurance
  • education
  • Employees
  • Estate Planning
  • Executive Benefits
  • Families
  • Family
  • financial advice
  • Financial Planning
  • Group Benefits
  • Growing Families
  • Health
  • health benefits
  • incorporated professionals
  • Individuals
  • Insurance
  • Investing
  • Investment
  • Investments
  • Key Person
  • Life Insurance
  • long term care
  • Maturing Families
  • mortgage
  • Non-Registered Investments
  • Partners
  • pension plan
  • permanent insurance
  • personal finances
  • Preparing for Retirement
  • Private Health Services Plan
  • Professional Corporations
  • RDSP
  • Recent Blogs
  • Registered Education Savings Plan
  • RESP
  • Retirees
  • Retirement
  • Retirement Planning
  • Retirement Savings
  • RRSP
  • Savings
  • Segregated Funds
  • Starting your career
  • Succession Planning
  • Tax
  • Tax Free Savings Account
  • term insurance
  • TFSA
  • travel insurance
  • Uncategorized

Get in Touch

Tel: (780)-532-2991

Email: general@peaceagencies.ca

#105, 10126 – 120 Avenue
Grande Prairie, AB T8V 8H9

Fax: (780)-532-2796

Latest News

  • The Six Steps to Financial PlanningAugust 1, 2022 - 6:00 am
  • Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerJuly 5, 2022 - 6:00 am
  • Don’t lose all your hard-earned money to taxesJune 2, 2022 - 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.

© 2016 Financial Tech Tools | Privacy Statement & Website Terms of Use
Scroll to top