Well-Advised Newsletter
Well-Advised Newsletter
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Are you entering the retirement risk zone?
June 21, 2019 • Retirement Planning
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
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Does your spouse have a different investment personality?
June 21, 2019 • Financial Planning
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all.
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When education savings may need a boost
June 21, 2019 • Financial Planning
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you.
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How to save tax as a couple
June 21, 2019 • Tax Planning
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
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How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
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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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Retiring gradually
April 01, 2019 • Retirement Planning
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
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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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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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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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