As independent advisors, we have the freedom to work with a variety of companies, choosing the right products and concepts to best suit your needs. By working hard and carefully managing your money, you've set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what you want to do with your assets during estate planning.
In addition, you need to consider your estate planning's tax implications and how life insurance can help reduce the tax burden your heirs will face. We'll tell you about: What kind of assets you can include in your estate. How life insurance can be used to cover tax liabilities. Other reasons you may want to have life insurance as part of your estate planning.
In addition, you need to consider your estate planning's tax implications and how life insurance can help reduce the tax burden your heirs will face. We'll tell you about: What kind of assets you can include in your estate. How life insurance can be used to cover tax liabilities. Other reasons you may want to have life insurance as part of your estate planning.
Services
With over 30 years in the financial services industry, Tyler has seen a wide variety of family and business situations. His expertise in bringing calm and order to complex circumstances is well appreciated by clients. Practical experience as an owner of several corporations has given Tyler exposure to efficient income and tax planning, along with risk protection.
When thinking about retirement, it can be overwhelming to figure out all the numbers, like at what age you're going to retire, how much money you need and how long do you need the money to last. We've put together an infographic checklist that can help you get started on this. We know this can be a difficult conversation so we're here to help and provide guidance to help you achieve your retirement dreams.
We are excited to share details on an exclusive opportunity from Manulife Bank, which we believe would be a great complement to your current financial plan. Applying for an account online is easy and convenient; the process will likely take you five minutes or less to complete. We are happy to discuss the Advantage Account with you, and help you set up a new account so you can take advantage of this.
Insurance is often thought of as an optional extra in the area of personal and business finance - a "nice to have" which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it's true to say that clever insurance planning is a strategy that can protect the vital asset of your ability to earn an income - perhaps the most important asset that you have.
But now that you're older and your children are grown - and hopefully your mortgage is paid off - you may not feel you still need life insurance. This could be a valid assumption; however, there are some circumstances under which it may still make sense for you to have life insurance.
If you have children who are still dependent on you because they have a mental or physical disability, life insurance can be an excellent way to ensure they will still have access to funds after you die.Lifelong care can be expensive, and a life insurance benefit will go a long way to helping fund it.
If you have children who are still dependent on you because they have a mental or physical disability, life insurance can be an excellent way to ensure they will still have access to funds after you die.Lifelong care can be expensive, and a life insurance benefit will go a long way to helping fund it.
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