Proteau Financial Group
Well-Advised Newsletter
Well-Advised Newsletter
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Next best thing to saving tax now
April 01, 2019 • Tax Planning
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
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Leaving more to your heirs
April 01, 2019 • Estate Planning
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
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When do you need a power of attorney?
April 01, 2019 • Estate Planning
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
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The investment factor you can control
December 14, 2018 • Financial Planning, Investment Planning
You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.
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Are RRSPs still the best choice?
December 14, 2018 • Investment Planning, Retirement Planning
In retirement, there’s a tax-saving strategy called “topping up to bracket.” It’s used when funds in a Some investors wonder if they’ll come out ahead investing in a non-registered account instead of a Registered Retirement Savings Plan (RRSP). But thanks to the significant tax deduction and tax-deferred growth, RRSPs win out.
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Should you name a child as executor?
December 14, 2018 • Estate Planning
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
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When life changes, so do financial plans
December 14, 2018 • Financial Planning
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
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I'd like to talk to you about a loan
December 14, 2018 • Financial Planning
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.
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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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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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