Proteau Financial Group
Well-Advised Newsletter
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Invest wisely and sleep well at night
October 12, 2018 • Financial Planning, Investment Planning
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing. Also important, however, is that risk tolerance isn’t something you set and forget. It can change over time because of personal experiences or evolving life situations.
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The smart way to view an expected inheritance
October 12, 2018 • Financial Planning, Retirement Planning
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly. Anyone’s parent or parents could encounter situations or challenges that jeopardize the legacy they wish to leave to their children.
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Plan now to minimize OAS clawback later
October 12, 2018 • Lifestyle, Retirement Planning
To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
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Minimizing taxation of estate assets
October 12, 2018 • Estate Planning
There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
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Factor the new longevity into your financial plans
October 12, 2018 • Financial Planning
Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.
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Volatility: Friend or foe?
June 15, 2018 • Investment Planning
If you’re retired or about to retire, market volatility is something you want to guard against. But if you’re in your wealth accumulation years, volatility has a silver lining.
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Wondering about investing in Bitcoin?
June 15, 2018 • Lifestyle
Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.
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Take a layered approach to protecting your family
June 15, 2018 • Insurance Planning
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
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How insurance can protect your investments
June 15, 2018 • Insurance Planning
When you think of life and health insurance, you likely think of protection against risks to your health. Your investments might not be on your mind, but insurance and investments are related. Here are a few scenarios to illustrate the value of proper coverage.
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Should you open the bank of Mom and Dad?
June 15, 2018 • Financial Planning
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
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