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Archive for category: Uncategorized

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Post Election Market Commentary

November 10, 2016/in Blog, Investing, Recent Blogs, Retirement Planning, RRSP, Segregated Funds, TFSA, Uncategorized /by Peace Agencies Financial Group

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http://peaceagencies.ca/wp-content/uploads/2018/02/PAL-Logo-from-Westkey.jpg 0 0 Peace Agencies Financial Group http://peaceagencies.ca/wp-content/uploads/2018/02/PAL-Logo-from-Westkey.jpg Peace Agencies Financial Group2016-11-10 04:55:112016-11-10 05:32:27Post Election Market Commentary

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

  • Life Insurance after 60- is it necessary?July 5, 2021 - 11:44 am
  • Estate FreezeJune 2, 2021 - 10:50 am
  • Retirement Planning for Business Owners – ChecklistMay 4, 2021 - 4:17 pm

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Latest News

  • Life Insurance after 60- is it necessary?July 5, 2021 - 11:44 am
  • Estate FreezeJune 2, 2021 - 10:50 am
  • Retirement Planning for Business Owners – ChecklistMay 4, 2021 - 4:17 pm

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