Peter Boys, Boys Financial Services

Category Archive for: ‘Financial Planning’

Good & Bad Reasons for Leveraging Home Equity

home equity

For many of us, our home is our most valuable asset. So it’s no wonder some might consider that any …

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Dealing With The Retirement Conundrum!

Fall Walk

Often the hardest decisions people face when it come to saving for retirement is deciding what they want to do …

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What is Financial Planning?

financial planning

The financial planning process is built around five key planning areas depending on the stage of life a person has …

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Is there part of your estate you want to keep private?

estate

It can be difficult to find estate planning solutions that are suitable for the complexities of blended families. Consider a …

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Are You Really Financially Prepared for Retirement?

retirement

  Several recent surveys by banks and other financial entities have revealed that almost three-quarters of Canadian farm families and …

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The Importance of Regular Insurance Review

insurance review

  Of the less that half of Canadian families that have life insurance, very few do an insurance review on …

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Avoiding the Pitfalls of Blended Families Finances

blended family

Blended families represent 12% of families with children in Canada. Many of these face financial and estate planning challenges, which …

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Are We Reinventing Retirement?

retirement

  As the tidal wave of baby boomers enter their retirement years across Canada, there are two major forces reshaping …

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Having “the talk” with your adult children

children

Fidelity Investments recently interviewed a significant number of families who had a parent over age 55 and an adult child …

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Learn From the Habits of Wealthy People

wealthy

It’s all too easy to get sucked into thinking that we can shortcut the road to wealth, by way of …

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Would Increasing Interest Rates Leave You Struggling with Payments?

interest rates

A credit rating company recently reported that almost a million Canadians, including some who currently have excellent credit ratings, could …

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Tax & Other Changes to Life Insurance Coming January 1st

tax and life insurance

This is an important notice to all holders of term life insurance policies who may be wishing to upgrade their …

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Challenges for Executors Today

executors

Every day over a thousand Canadians turn 65. 70% don’t have current or valid wills, and 45% have not given …

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Insurance Options for First Time Home Buyers

insurance

With increasing home prices, millennials considering their first home need to consider the insurance they need to protect them and …

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Finding Income in Today’s Low Interest World

income

A quick scan of current five-year GIC rates shows most are below 2%. After factoring inflation at 4% and the …

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2017 Tax Changes to Life Insurance

tax changes 2017

Tax Changes are coming in January 2017 that will affect how life insurance is taxed.  As well, life insurance rates …

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Tough Lessons Families Are Learning During This Downturn

tough lessons

Life’s tough lessons: One of the tough parts of what I do is meeting with young families who have got …

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Prepare for Upcoming Tax Changes

tax changes

Governments cannot run big deficits without raising taxes.  We are seeing some tax changes coming in 2017 with more to …

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Keeping the Cottage in the Family

cottage

Owning a cottage provides a getaway, a place where friends and family can gather far from the hustle and bustle …

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Things to Consider When Getting Financial Advice

finacial advice

A recent article by the Ontario Securities Commission (OSC) highlighted their concerns that some financial advisors are not gathering adequate …

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