Peter Boys, Boys Financial Services

Category Archive for: ‘Financial Planning’

CBC Marketplace – The Mortgage Insurance Game

If you think that your bank has your best interests at heart when they sell you mortgage insurance … think …

Read More

Estate Planning in the Digital Age

Laptop In Classic Library1

In today’s digital age, online photos and music are considered digital assets that should be factored into estate planning.  A …

Read More

Estate Planning Simplified!

Cows

When you die, would your rather the cow or the milk went down the CRA tax rat hole? Unfortunately, when …

Read More

2012 Year-End Tax Tips

Tax1

Canadians have less than a month to take advantage of year-end tax savings. Here are five of the most overlooked …

Read More

Life Insurance Strategies, Part 3

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 3 This is the final article …

Read More

Life Insurance Strategies, Part 2

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 2 This is a continuation of …

Read More

Life Insurance Strategies, Part 1

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 1 Canadians are always looking for …

Read More

Life Insurance, Disability Insurance, or Creditor Insurance?

Risk Management1

When is it most beneficial to obtain creditor insurance, disability insurance, and/or personally-owned life insurance..? I want to reinforce some …

Read More

Benefits Of Creditor Insurance

Are You Covered1

Make sure YOU benefit from the creditor insurance you’re paying for! I want to reinforce some things I’ve mentioned before …

Read More

The Financial Impact Of An Unexpected Death

Wife Son1

Sitting down for a chat about your or your spouse’s impending death is a pretty morbid topic. Most couples can …

Read More

Conquering the Debt Mountain

Man In Water1

Surprisingly, many people reaching middle age are finding themselves in the precarious position of conquering the debt mountain. In a …

Read More

Life Insurance Is On Sale!

Sale1

The life insurance landscape has changed drastically over the past 36 months.  One company has suspended the sale of permanent …

Read More

Talk To Your Family About Your Will

Gavel Will1

Remember those movie reading of the will scenes?  The script is always the same; the survivors, still in their funeral …

Read More

Convert Your RRSP to a RRIF

RRSP1

Baby Boomers, the cohort born between 1947 and 1966, are entering their retirement years.  The average retirement age in Canada …

Read More

Back-to-Back Annuities – An Alternative Fixed Income Option, Part 2

Annuity 21

Yes – you can leave it all behind The insurance aspect of the back-to-back annuity works well for estate planning …

Read More

Annuities – An Alternative Fixed Income Option, Part 1

Annuity 2

Set them up and leave them alone.  That’s the ‘plus’ for these low-risk and high-yield investments that provide a guaranteed …

Read More

Financial Protection For Your Family

3 2 11

Life, Critical Illness, Disability Insurance, Or All Of The Above? As Canadians try to determine how to protect themselves and …

Read More

When Should I Begin CPP Income?

My Pension Fund

One conundrum for people approaching age 60 is when they should start receiving Canada Pension Plan (CPP) payments. Like the …

Read More

Charitable Gifting Tips and Ideas

Chaarity1

With today’s government cutbacks, inflation, and rising costs squeezing the average Canadian, the result is that many charities are having …

Read More

Myths around Death & Taxes

Tax Stress

Though none of us will avoid death or taxes, many of us will be living much longer than Canadians did …

Read More

Page 16 of 18« First...10«1415161718»