Applied Wealth Strategies

12/31/2022

Happy New Year 2023 from the Gondola at Cape Smokey

11/06/2018

It is Financial Planning Month so we have attached an article entitled Financial Planning Can Help Anyone at Any Life Stage.

By developing a financial plan tailored to your unique situation and goals, you can balance what you need and want today with your dreams for the future. 

09/08/2017

It’s that time of year we start to see school buses, busier traffic in the morning, and the savings account depleting for extra costs of schooling.

We think this is the perfect time for an RESP refresher.

http://www.appliedwealth.ca/registered-education-savings-plan

09/01/2017

Many people put off planning for their retirement for many reasons. Sometimes they don’t think they can afford it or perhaps they have to many debt commitments.

Often people are in their 40’s and 50’s when they start thinking about retirement.

The attached article talks about how it’s not too late at that age to start but it is always best to start as early as possible.

https://www.financialplanningforcanadians.ca/financial-planning/starting-your-retirement-planning

If you think you’re a bit late to the party when it comes to planning your retirement, you’re not alone.

08/25/2017

Anytime is a good time to discuss your financial goals and to create a tax strategy with your partner but the ideal time is just as you start to settle into your lives together.

The attached article from our August newsletter discusses this further.

http://www.appliedwealth.ca/e-newsletter/2017/2017-08/article-2.htm

The wedding and honeymoon are over and you're settling in to your new life. You've accomplished many goals together over the past year with compromises being made over wedding plans, honeymoon destination, and a million and one other details. As you settle in for a long and fruitful life together, i...