https://kellysmithgroup.ca/wp-content/uploads/2022/07/The-six-steps-to-financial-planning.jpg 281 500 Kelly Smith Group https://kellysmithgroup.ca/wp-content/uploads/2020/02/kellyHorizontal.jpg Kelly Smith Group2022-07-05 06:00:002022-07-05 16:30:01The Six Steps to Financial Planning
A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial plan • Monitoring the plan A certified financial planner will develop a plan that works for you both today and in the future.
https://kellysmithgroup.ca/wp-content/uploads/2022/06/life-insurance.png 281 500 Kelly Smith Group https://kellysmithgroup.ca/wp-content/uploads/2020/02/kellyHorizontal.jpg Kelly Smith Group2022-06-02 16:52:202022-06-02 16:52:20Permanent versus Term Life Insurance – What are the Differences?
You know you need life insurance – but you’re not sure which kind is best for you. There are two main kinds of life insurance: • Permanent, which lasts for your entire life. Premiums can be more expensive, but you can also use the policy to build up cash value. • Term, which is only good for a set amount of time. Premiums are less expensive, and you cannot build up cash value – but coverage is easy to get and understand. We can help you determine which type of insurance is best for you and how much it will cost you.
https://kellysmithgroup.ca/wp-content/uploads/2022/05/m-083vt.png 512 1024 Kelly Smith Group https://kellysmithgroup.ca/wp-content/uploads/2020/02/kellyHorizontal.jpg Kelly Smith Group2022-05-01 06:00:002022-05-01 08:48:57Financial Planning for Business Owners
Financial planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.
https://kellysmithgroup.ca/wp-content/uploads/2022/04/ontario.png 159 318 Kelly Smith Group https://kellysmithgroup.ca/wp-content/uploads/2020/02/kellyHorizontal.jpg Kelly Smith Group2022-04-29 14:36:292022-04-29 18:51:282022 Ontario Budget Highlights
On April 28, 2022, the Ontario Minister of Finance delivered the province's 2022 budget. It's focused on five different pillars: • Rebuilding the economy. • Better jobs and bigger paycheques. • Building highways and critical infrastructure. • Keeping costs down. • Investing in health care. Budget 2022 includes no changes to personal or corporate tax rates.