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Blog, Estate Planning, Family

Estate Planning for Blended Families

Blended families – where two people get married but have children from previous relationships – are becoming more common. On top of the day-to-day challenges of blending a family, new spouses also have to figure out how to plan their estates, so everyone is properly taken care of. We cover all of the following a blended family must consider while estate planning: • Sharing the Family Home • Make the Most of a Registered Retirement Savings Plan • How to Share Non-Registered Investments and Other Assets • Why It's Important to Select a Good Trustee • The Advantages of Life Insurance for Blended Family Planning
March 2, 2021
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Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account

Retirement Planning for Business Owners - Checklist

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place. We've put together an infographic checklist that can help you get started on this.
February 3, 2021
https://secureservercdn.net/192.169.220.85/65x.d7b.myftpupload.com/wp-content/uploads/2021/02/retirementPlanningBO.jpeg?time=1614757598 810 1440 WhiteWater Financial https://secureservercdn.net/192.169.220.85/65x.d7b.myftpupload.com/wp-content/uploads/2020/11/wwfLogoWeb.jpg WhiteWater Financial2021-02-03 07:00:002021-02-03 07:06:24Retirement Planning for Business Owners - Checklist
Blog, Insurance

Whole Life Insurance Can Bolster Your Retirement Portfolio.

It isn’t easy. Retirees can’t depend upon bonds for income because yields are so low. But if they bet too big on equities, their savings could get savaged in a market downturn, crimping their retirement. Enter whole life insurance. Whole life insurance has been derided for years because of high premiums and complexities. Buy cheaper term insurance and invest the rest, the conventional wisdom goes.
December 21, 2020
https://secureservercdn.net/192.169.220.85/65x.d7b.myftpupload.com/wp-content/uploads/2020/12/qtq80-qktYF2.jpeg?time=1614757598 1440 2146 WhiteWater Financial https://secureservercdn.net/192.169.220.85/65x.d7b.myftpupload.com/wp-content/uploads/2020/11/wwfLogoWeb.jpg WhiteWater Financial2020-12-21 11:35:342020-12-21 11:38:32Whole Life Insurance Can Bolster Your Retirement Portfolio.
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