https://lssmith.ca/wp-content/uploads/2022/11/Why-Insurance-is-so-important.png 281 500 LS Smith & Associates https://lssmith.ca/wp-content/uploads/2018/05/lsSmithLogo.jpg LS Smith & Associates2022-11-01 06:04:122022-11-01 06:04:18Why Insurance Is So Important If You’re A Single Parent
Being a single parent is a lot of responsibility. Learn how the right types of insurance can provide you and your family with the financial protection they need.
https://lssmith.ca/wp-content/uploads/2022/10/The-Five-Steps-to-Investment-Planning.png 281 500 LS Smith & Associates https://lssmith.ca/wp-content/uploads/2018/05/lsSmithLogo.jpg LS Smith & Associates2022-10-04 13:47:352022-10-04 13:47:44The Five Steps to Investment Planning
An investment advisor can help you figure out what the right investment choices are for you. The five steps to investment planning are: • Meeting your investment advisor • Determining your goals and expectations • Developing your investment plan • Implementing your investment plan • Monitoring the plan The sooner you start planning for retirement, the sooner you can get there! An investment advisor can help you get there quicker.
https://lssmith.ca/wp-content/uploads/2022/09/The-six-steps-to-financial-planning.jpg 281 500 LS Smith & Associates https://lssmith.ca/wp-content/uploads/2018/05/lsSmithLogo.jpg LS Smith & Associates2022-09-01 06:22:362022-09-01 06:22:44The Six Steps to Financial Planning
A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial plan • Monitoring the plan A certified financial planner will develop a plan that works for you both today and in the future.
https://lssmith.ca/wp-content/uploads/2022/08/Dont-lose-all-your-hard-earned-money-to-taxes.png 300 500 LS Smith & Associates https://lssmith.ca/wp-content/uploads/2018/05/lsSmithLogo.jpg LS Smith & Associates2022-08-01 06:35:012022-08-01 06:35:11Don’t lose all your hard-earned money to taxes
It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that: 1. Learn how to make the most of the lifetime capital gains exemption. 2. Figure out ways to decrease your end-of-life tax bill. 3. Look into Immediate Financing Arrangements.