by afa | Aug 1, 2022 | Blog, business owners, corporate, tax
Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerYou have worked long and hard to build up your business, and now you are ready to withdraw money from your business’ bank account. But you don’t want to get hit with a huge tax bill....
by afa | Jul 7, 2022 | 2022 Only, Blog, CLU Comment
COMMENT for July/August 2022COMMENT is an informative newsletter targeted to the unique niche that CLU advisors occupy in the financial services industry, with a focus on risk management, wealth creation and preservation, estate planning, and wealth transfer.Recent...
by afa | Jul 6, 2022 | Blog, Financial Planning
The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at hand – in the form of a certified financial planner. A certified...
by afa | Jun 3, 2022 | Blog, Insurance, Life Insurance
The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...
by afa | Apr 8, 2022 | Blog, Insurance, Investment
Federal Budget 2022 – HighlightsOn April 7, 2022, the Federal Government released their 2022 budget. We have broken down the highlights of the financial measures in this budget into the following different sections:HousingAlternative minimum taxDental careSmall...
