Lawrence Cole, Financial Security Advisor, Investment Representative

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#lifehappens #reallifestories #lifeinsurance | Life Happens Tragedy struck when Josh, 39, was found dead from a sudden cardiac event, despite being healthy just days before. While shock overwhelmed Liz, financial worries did not. Josh’s life insurance allowed her to take a leave of absence from work to grieve and care for her 3-year-old. ...

Merry Christmas to our valued clients, friends, and family. Wishing you a joyful holiday season and a healthy, prosperous New Year.

HAPPY
MOTHER’S DAY !

Of all the registered accounts, the still relatively new FHSA might be the trickiest to manage.

What should a 26-year-old put in his first-home savings account? A roundup of investment ideas for active investors

From wellness programs, help with saving for retirement, college and emergencies and possibly even financial advice, your workplace benefits are there for you. https://ow.ly/8qvx50SyMOc

For close to a century, putting your savings into a federally insured bank has been a sure thing: If the institution fails, up to $250,000 of your money will be protected. What if it isn’t anymore? The promise of bank insurance — a tenet of U.

What Happens When Your Bank Isn’t Really a Bank and Your Money Disappears? For close to a century, putting your savings into a federally insured bank has been a sure thing: If the institution fails, up to $250,000 of your money will be protected. What if it isn’t anymore? The promise of bank insurance — a tenet of U.S. consumer protection since the Great Depression —...

Here’s the advice of a financial planner for someone approaching retirement, who has a defined benefit pension and wishes to support his children.

Can you help your kids financially without compromising your retirement? - MoneySense A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains tax at any rate.

How to avoid capital gains tax in your retirement portfolio For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains tax at any rate.

Why were we all so eager to rush into adulthood? Growing up means an endless loop of responsibilities and chores. And wishing we were young again https://ow.ly/OSnk50SyMzW

Changes to the general anti-avoidance rule (GAAR). The penalty will now be calculated as 25% of the additional tax owing by a taxpayer as a result of the GAAR’s application. The 2% share buyback tax that applies as of Jan. 1, 2024, to the annual net value of equity repurchases by public corporations and certain public trusts and partnerships.

Revised AMT, intergenerational business transfer rules now law | Advisor.ca Budget implementation bills C-59 and C-69 received royal assent late Thursday