Archive for November, 2009
Saturday, November 21st, 2009
Critical illness insurance is still a huge seller for Canadian financial advisors and financial planners. We’ve written on critical illness insurance in the past, but here’s a recap of some details on these products, as provided to us by the financial planners selling them.
Our society is living longer, and that's ...
Posted in Certified Financial Planner Tips & Advice, Critical Illness Insurance, Estate Planning, Life Insurance | No Comments »
Saturday, November 21st, 2009
It's a new product for financial planners to sell, but how do smart Canadian Financial planners and financial advisors really feel about identity theft insurance? Read on as we summarize the comments they've shared with us.
With all the media coverage of identity theft - a crime that has affected 10 ...
Posted in Certified Financial Planner Tips & Advice, Identity Theft | 2 Comments »
Saturday, November 21st, 2009
One topic that is increasingly mentioned in our conversations with Canadian Financial Planners and Financial Advisors is identity theft. We used their input to create the identity theft checklist below.
Identity theft is a hot topic in the media. This type of crime cost Canadians over $16 million in losses in ...
Posted in Certified Financial Planner Tips & Advice, Debt Reduction, Identity Theft | No Comments »
Saturday, November 21st, 2009
One of the hottest products for Canadian Financial Planners over the past year has been the Tax-Free Savings Accounts (TFSAs). We've had some good discussions with Canadian Financial Advisors on TSFAs, and put the following summary together as a result.
Canadians are rapidly gaining awareness of an attractive new savings vehicle: ...
Posted in Certified Financial Planner Tips & Advice, Financial Planning, Investing, RRSP - Registered Retirement Savings Plans, Tax Free Savings Accounts - TSFA | No Comments »
Saturday, November 21st, 2009
We've culled some tips from Canadian financial advisors and financial planners on our favourite topic: good money management. They shared with us some of these vital skills that aren't taught in school.
"It's staggering when you consider how many North Americans are living just a paycheque or two from personal bankruptcy. ...
Posted in Certified Financial Planner Tips & Advice, Debt Reduction, Financial Planning | No Comments »