Peter Boys, Boys Financial Services

Category Archive for: ‘Coaching Tips’

Retirement Strategies for Seniors

retirement strategies

As we approach the end of 2017 it seems timely to review some insurance, investment and income options for seniors, …

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Looking for Returns in today’s Low Yield World?

returns

At an Investment Forum I attended in October, several speakers commented on the need for people to temper their expectations …

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Are you up to the task of being an executor?

executor

From time to time clients ask me if I would be willing to act as the executor of their estate, …

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Will I run out of my Savings?

savings

The 4% withdrawal rate has long been the recommended withdrawal rate from investment savings for people in retirement. Based on …

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Will You Need to Work Past 65?

work past 65

Will You Need to Work Past 65? Imagine working into retirement because you thought you had to because you didn’t …

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My Thoughts on the Liberal’s Proposed Tax Changes

tax changes

I have spent considerable time reading through the draconian proposed tax changes and can only reach one conclusion; the current …

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Now’s the Time to Have the Courageous Conversations

courageous conversations

Every year I go to a life insurance school in Banff to listen to speakers from our industry that have …

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Are Outlooks on Retirement Changing?

outlooks on retirement

Do you believe that the outlooks on retirement for future generations will be significantly different than for that of current …

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The Challenges that Face Financial Regulators

financial regulators

Financial regulators have an impossible task. When someone decides that the method of determining the suitability of a product or …

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Review Your Life Insurance Policies

review your life insurance

If you’ve owned the same life insurance policies for a while, chances are that your coverage needs have drastically changed. …

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Managing Risk with Today’s Farm Values

managing risk

I covered this topic 10 years ago and since then, farm land in central Alberta has tripled in value and …

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Time to Review Life Insurance

review your life insurance

If you’ve owned the same life insurance policy for a while, chances are that your needs have radically changed. Whether …

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You need Critical Illness Insurance

critical illness insurance

Eight years ago a client bought a critical illness insurance policy due to her family’s history of breast cancer, only …

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An Insured Annuity Offers Financial Security & Safety

insured annuity

Today we Canadian’s are living longer.  One of the biggest concerns that aging Canadians have is outliving their retirement savings. …

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The Value of a Team Approach to Financial Planning!

team approach

It seems that today many families, farms and small businesses deal with a wide range of professionals for advice on …

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CRA’s Tax Changes for Incorporated Businesses

tax changes

The 2017 Federal Budget alluded to certain tax changes for small business owners, including incorporated professionals such as doctors, lawyers, …

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Why You Need Personally Owned Disability Coverage

disability coverage

Often when meeting with clients and we touch on the importance of disability coverage, the usual response is “Thanks, but …

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Understanding Investment Risk – Part 2

investment risk

Managing Risk: While risk awareness can lead investors to make prudent decisions, it is also possible to be overly cautious. …

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Understanding Investment Risk – Part 1

investment risk

We all take risks in the hope of gaining something.  It may be buying a home, changing careers or going …

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Do you have a Written Estate Plan?

estate plan

No one likes to think about their own mortality, but designing a proper estate plan can help to lessen the …

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