by Klassen Financial | Nov 1, 2018 | Blog, Business Owners, Families, Financial Planning, Investments, Savings
Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easier to make decisions that align with your goals. We outline 8 key areas of financial planning:Income: learn to manage your income...
by Klassen Financial | Jan 1, 2018 | Blog, Business Owners, Families, investment, Retirement Savings, Tax Free Savings Account
https://rivrfinancial.ca/wp-admin/upload.php Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Have a written plan which merges life priorities with financial resources. Consolidate your income-producing...
by Klassen Financial | Sep 1, 2017 | Blog, Business Owners, Families, Individuals, Life Insurance, permanent insurance, term insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Klassen Financial | Jun 1, 2017 | Blog, Business Owners, Estate Planning, Families, Individuals
These 4 reasons will compel you to revisit your estate planning For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment...
by Rivr Financial | Mar 27, 2017 | Blog, Budget, Families, Individuals, Tax
Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Find out what this means for families. Key points...
by Rivr Financial | Mar 1, 2017 | Blog, Budget, Families, Individuals, Tax
[section_tc][column_tc span=’12’][text_tc timing=’linear’ trigger_pt=’0′ duration=’1000′ delay=’0′]With the tax filing due April 30, we’ve included some tax deductions for families to notice for the...
