I’m about to retire, what do I need to do?
https://familyinsuranceplans.com/wp-content/uploads/2022/05/The-six-steps-to-financial-planning-1.jpeg 281 500 Samuel J. Esaw https://familyinsuranceplans.com/wp-content/uploads/2018/08/combinedLogo.jpg Samuel J. Esaw2022-05-04 13:49:142022-05-04 13:49:14The 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://familyinsuranceplans.com/wp-content/uploads/2022/04/federalBudget2022FI.jpeg 281 500 Samuel J. Esaw https://familyinsuranceplans.com/wp-content/uploads/2018/08/combinedLogo.jpg Samuel J. Esaw2022-04-08 13:15:432022-04-08 13:28:322022 Federal Budget Highlights
On April 7, 2022, the Federal Government released their 2022 budget. Our article contains highlights of the various financial measures in this budget, divided into these sections: • Housing • Alternative minimum tax • Dental care • Small businesses • Tradespeople • Canada Growth Fund • Climate • Bank and insurer taxes
https://familyinsuranceplans.com/wp-content/uploads/2022/04/2021-Tax-Tips-Featured-Image.jpeg 281 500 Samuel J. Esaw https://familyinsuranceplans.com/wp-content/uploads/2018/08/combinedLogo.jpg Samuel J. Esaw2022-04-01 13:46:592022-04-01 14:15:222021 Income Tax Year Tips
It’ll be time to file your 2021 taxes soon, and you must take advantage of every tax credit and deduction that you can. Our article includes information on a variety of subjects you need to know about, including what to do if you’ve had to repay COVID-19 benefits, how to plan ahead if you’re self-employed or retiring soon, and what you need to know if you have a home office or employer-provided benefits.
https://familyinsuranceplans.com/wp-content/uploads/2022/02/bcBudget2022.png 1080 1920 Samuel J. Esaw https://familyinsuranceplans.com/wp-content/uploads/2018/08/combinedLogo.jpg Samuel J. Esaw2022-02-23 09:40:272022-02-23 10:03:132022 British Columbia Budget Highlights
On February 22, 2022, the B.C. Minister of Finance announced the 2022 budget. We have highlighted the most important financial measures you need to know, with an emphasis on: • Supporting sustainable economic development • Offering stronger healthcare • Expanding child care options and lowering fees • Supporting capital infrastructure • Providing funding for affordable housing • Promoting clean transportation Budget 2022 includes no changes to personal or corporate tax rates.