At WEALTHplan our mission, as a team, is to provide our clients with the tools and information requi
12/05/2024
https://books.friesenpress.com/store/title/119734000463945036
Your Financial Constitution at the FriesenPress Bookstore New to making money? Wondering how to achieve financial independence? As with any great voyage, it’s about the journey—not the destination. From Gennaro De Luca—Certified Financial Planner (CFP®) and personal finance expert—Your Financial Constitution...
10/20/2024
Why Tax Efficiency is Crucial During Retirement
https://taxplancanada.ca/why-tax-efficiency-is-crucial-during-retirement/
03/20/2023
CERTIFIED FINANCIAL PLANNER® • Gennaro F. De Luca • FP Canada • cHJvZHVjdGlvbjk3NTM= Home of digital credentials
11/13/2021
Some of the most common questions I get from clients approaching retirement age are about Canada Pension Plan and Old Age Security. I've produced a short tutorial video that explains the basics. Enjoy!
04/04/2021
Your Income Tax Questions Answered - Consolidated Credit Canada Our panel of experts answer your most complex income tax questions. See what they have to say about government support and Covid benefits.
02/07/2021
Covid-19 Pandemic Motivates Younger People to Buy Life Insurance Consumers’ pandemic shopping lists went beyond baking flour and exercise equipment in 2020. They also bought more life insurance.
02/06/2021
What 2020 Taught Us About The Stock Market 2020 was brutal in many ways but the stock market had a great year. There are two foundational principles that 2020 highlighted which are essential for us to keep in mind as we invest.
02/05/2021
Streaming vs. Cable: How to Save Money Watching Live TV Live TV-streaming services have raised their prices but cutting the cord is still cheaper—for the most part—than cable.
02/04/2021
Top 5 Fintech Trends That Will Shape Financial Markets in 2021 The popularity of fintech has spiked in recent times. Here's how FinTech will shape the global financial market in 2021.
02/03/2021
The list of fireable offences has grown thanks to COVID-19 One year ago, hosting a pizza party with co-workers or showing up to work with stomach bug symptoms were unthinkable in terms of fireable offences. But legal suits based on such incidents are now before the courts.
02/02/2021
4 reasons you should hire a financial planner, even if you're under 30 Financial planners aren't just for high earners or soon-to-be retirees — they're also helpful for many people in their 20s. A financial planner can help you achieve big goals, like saving for retirement or buying a house.
