Applied Wealth Strategies

Happy New Year 2023 from the Gondola at Cape Smokey

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

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. 

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

Registered Education Savings Plan (RESP) | Applied Wealth Strategies

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

It’s Never Too Late: Starting Your Retirement Planning in Your 40s and 50s If you think you’re a bit late to the party when it comes to planning your retirement, you’re not alone.

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

Build Your Wealth Together | Applied Wealth Strategies 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...