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Starting Out on the Right Track

A wedding day can be a springboard into many new and exciting adventures. With all the excitement leading up to the big day, the new couple routinely focuses so much energy on planning the event that they seldom spend any time discussing other important life issues - like developing a sound financial strategy for the future.

As couples embark on a new life journey together, it is important to take time to discuss life goals, hopes and dreams and then commit to incorporating each element into an overall financial strategy.

Should You Move in Retirement?

Many people look forward to retiring, and going to live beside a golf course, on the coast, or somewhere else where they have always dreamt of. It's enticing to think that your leisure time can be spent pursuing activities you have worked and longed for all your life. In fact, whole retirement communities are set up on the premise people want to relocate to such a scenario to live out the rest of their lives.

RRSP Craze!

Registered Retirement Saving Plan (RRSP) contributions is one of the many topics we can discuss with you. The most common question we receive is...

"Should I contribute to my RRSP or my TFSA?"

The answer is never the same as everyone is different. Our goal is to ensure our clients contribution matches their overall financial plan. Do you have a financial plan in place that will help you make the right decision?

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Everyone Needs an Estate Plan

Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew.

Vivian had remarried and chose to cut costs by using a do-it-yourself will kit. Because she had not allowed for the obligations set out in her deceased husband's will, it took years and cost thousands of dollars in legal fees to settle her estate. As her cash assets earned income while held in trust, her heirs had to pay income taxes on income they hadn't even received.

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Carruthers Financial, FundEX Investments Inc.

Mutual Funds Provided Through FundEX Investments Inc.

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