October E*News - Some great reads!

Spectrumly Speaking

October 2019

Welcome October and your beautiful birth flower ~ the Marigold ~ which blooms from spring to fall and is known as one of the hardiest Autumn flowers. The Marigold symbolizes passion, creativity, a desire for success and wealth, and warmth of the rising sun.

We hope your October exemplifies the the Marigold!

Please be sure to keep us updated on changes in your lives so that we are best able to assist you where needed.

We look forward to working with you in the coming months and want to wish you and your family a wonderful Fall season!

Karen, Richard, Janet and Sheila

The Value of Financial Advice

I am sure you have all seen the QuestTrade commercials; claiming you can save fees by investing on your own. That is most likely true!

BUT ... if you are not a savvy investor, aren't comfortable researching and evaluating stock pics or need advice in a multitude of other life events and planning areas ... you need to work with a trusted advisor!

There is so much more to financial planning than picking a few good mutual funds. Here is an example of all of the other areas we work with families on, to ensure they achieve their long term goals with confidence ~ View our Full Range of Services

"The New Retirementality"

Workshop

Thursday November 7th - Barrie

Today's average retirement is 22 years in length, compared to 2 years back in 1935.

"How will you spend this stage of your life?"

In this fun and interactive workshop, we will help you to map out the stretch of life ahead, form a clear picture of key financial events, get a sense of timing, and work on a plan for you to retire at your pace and on your terms!

Whether you are decades or months away from retirement, this workshop will help you to make the most of your "power years"!

Click for Details and Registration

Who Will Speak for You ...

In addition to your Will, it is so very important to have Powers of Attorney in place (for health and property), and they should be updated to ensure the wording is current. Some older documents can be very restrictive and may not give your attorney the flexibility they need to work in your best interest.

The Taxman has no place in the

Bedrooms of the Nation, unless

you claim it as a Home Office

Do you claim home office and/or vehicle expenses?Here is a very interesting case, recently decided upon by the Tax Court of Canada, involving employment expenses. You need to be careful in your claims.

Read article here ...