In previous entries, I wrote about some of the financial planning basics that I address with clients. You may have worked through some of it, but my experience tells me that procrastination and a busy life often puts it to the side to be dealt with later. There may be a quicker way to get this [...]
You spend time worrying about risk management for your company, but do you periodically review your personal financial risk management needs? Knowing that the answer is often, “no,” here are a number of areas that you may wish to consider and discuss with an insurance/financial advisor. Buy-Sell Agreements As a shareholder or a partner in [...]
Filed in Financial Planning, Insurance, Uncategorized
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Also tagged Alberta, business overhead expense, buy-sell, critical illness, disability income, disability insurance, Edmonton, group benefits, key person, living benefits, long-term care insurance, Lunch 'n Learn, personal financial risk management, travel insurance
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I hope that the posts to date have given you a start with your financial planning. It is time to take the information that you have prepared and talk to a financial advisor. Have someone else review what you are doing and make suggestions. There is so much more to do, but establishing the foundation is [...]
“Due to the astuteness & foresight of the Founder this Business will go on forever!” This was the last slide in the presentation of Gordon Wusyk of The Business Family Centre, Predictable Futures Inc. Gordon was speaking to the Connections 4 Business meeting of the Edmonton Chamber of Commerce this morning. Gordon enlightened the audience [...]
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