Financial Library

Exciting Changes!

Posted on January 13, 2020

Happy New Year! With a new year comes new changes. Last month I introduced to you Nichole Stairs, a new member of my team, to help continue giving clients the excellent service they deserve.

In another step forward, I have decided to create a brand to operate under and promote as a means of building a recognizable and reputable business that will be known in my marketplace for years to come.

From here forward I will conduct business under the name Valley Wealth Management Inc. By now, my clients will have received personal correspondence to this effect.

Five Common RRSP Mistakes

Posted on January 13, 2020

The following are relatively common mistakes that Canadians make annually when contributing to their Registered Retirement Savings Plans.

1. Reporting RRSP contributions based on a calendar year.

While your taxes are based on a calendar year, the reporting of your RRSP contributions extends 60 days into the New Year. Imagine, for RRSP purposes, that you have your own fiscal year that begins in early March or 60 days after January 1. RRSP receipts for the first 60 days of 2020 should be reported on your 2019 income tax return.

Tags: 
rrsp

The Three Levels of Retirement Resources

Posted on January 13, 2020

A survey conducted by a big bank some years ago* revealed that over 30% of Canadians were hoping for a lottery win to help fund their retirement. This raises the question, "If you were to paint a picture of your retirement, what would it look like?" Many would let dreams take over and envision lots of travel, a vacation home in an exotic location, spoiling their grandchildren, perhaps several year-long world cruises.

Tags: 
retirement planning

New Team Member!

Posted on December 9, 2019

Thanks to the trust and support of all my clients, I have seen steady growth in my business. I'm happy to introduce to you a new member of my team, Nichole Stairs!

Nichole will be my Office Manager, providing support to me and to my clients to make sure we continue to meet their every need. I am very excited to work with her and we look forward to enhancing our client's experience!

Here's a little bit about Nichole:

The Magic Wealth Ingredient

Posted on December 9, 2019

There is a legend about a successful financial advisor in Warren Buffett's stomping grounds of Omaha, Nebraska. It is reported that this advisor has learned the art of communicating the basics of wealth building with the local farmers. The advisor, who we will call Fred Smith, greets clients in his office with a window behind his desk that overlooks fields of blowing wheat and corn.

Tags: 
investment planning

Choose Wisely

Posted on December 9, 2019

Almost everyone agrees that it's a good idea to have a will. However, it is estimated that about half of Canadians do not have one, and it is likely that many wills are out of date, perhaps even invalid.

Not having a will can make the sorting out of your estate unnecessarily expensive, complicated and time consuming. When having your will prepared, one of the most important decisions you will make is who you would like as executor.

Tags: 
estate planning

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