by Financial Tech Tools | Jun 2, 2025 | Blog, life insurance
Personal Life Insurance Planning When thinking about life insurance, one of the most important steps is figuring out how much coverage you need. Everyone’s situation is unique, but a helpful starting point is understanding your coverage options and thinking about the...
by Financial Tech Tools | Jun 3, 2024 | Accountants, Blog, Business Owners, Center of Influences, estate planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Financial Tech Tools | Apr 1, 2024 | Blog, Business Owners, corporate, critical illness insurance, dental benefits, disability, disability insurance, financial advice, Financial Planning, group benefits, health benefits, incorporated professionals, insurance, life insurance
Building a Bright and Sustainable Future TogetherAs a small business owner, you recognize the significance of looking after your team and fostering a nurturing work environment. One method to demonstrate this is by providing a robust group benefits plan. This not only...
by Financial Tech Tools | Aug 1, 2023 | Blog, insurance, life insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
by Financial Tech Tools | Nov 1, 2022 | Blog, Family, insurance, life insurance
Why Insurance Is So Important If You’re A Single ParentYour kids mean everything to you – and you want to make sure they’re protected no matter what. As a single parent, you must have the right health and life insurance options in place to make that happen. We...
by Financial Tech Tools | Aug 4, 2020 | Blog, Business Owners, corporate, life insurance
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...
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