by Sabre Strategic Partners | Sep 1, 2019 | Blog, Family, health benefits, Life Insurance, Retirees
When thinking about retirement, it can be overwhelming to figure out all the numbers, like what age you’re going to retire, how much money you need and how long do you need the money to last. We’ve put together an infographic checklist that can help you...
by Sabre Strategic Partners | Aug 1, 2019 | Blog, Estate Planning, Family, Individuals, Retirees
An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.Why work with a Financial Advisor? Worry less about money and gain...
by Sabre Strategic Partners | Jul 3, 2019 | CLU Comment
Non deductible fines and penalties, Fees paid to a power of attorney, Managing inherent risk is a personal choice, Summer accidents highlight need for estate plans
by Sabre Strategic Partners | Jul 2, 2019 | Blog, Business Owners, corporate, Life Insurance
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...
by Sabre Strategic Partners | Jun 4, 2019 | Blog, Business Owners, corporate, Investment, RRSP, Tax Free Savings Account
Investing as a Business OwnersMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...