Banks in Canada » Planning

Smart Tips for Estate Planning: For the Love of Family

admin — Mon, 10 Jun 2013 23:58:38 +0000

The Bogleheads’ Guide to Retirement Planning

admin — Mon, 10 Jun 2013 23:58:37 +0000

The 50 Biggest Estate Planning Mistakes…and How to Avoid Them (Canadian Guides)

admin — Mon, 10 Jun 2013 23:58:25 +0000

Stepping Lightly Around the Pitfalls of Estate Planning...

Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes.

Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes:

The biggest mistake of not planning at all
Failing to plan for the possibility of mental incompetency
Mistakes made during the estate planning process itself
And common mistakes made by executors

Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.

Praise for The 50 Biggest Estate Planning Mistakes and How to Avoid Them

"Quite simply the best estate-planning book I've read in 30 years. Outstanding!"

— David Chilton, author of The Wealthy Barber.

"It's a rare occasion when I read a self-help book-because this class of literature is overpopulated with hucksters, snake oil peddlers and semi-literates. It's an even rarer occasion when I read one all the way through and end up recommending it to friends.

This book is, quite simply, the best I've seen in its field. It is sound, comprehensive, helpful, and-most importantly-readable. Its authors know their business, and they know how to explain what you need to know to make intelligent plans for your estate. Unless you are one of those enthusiasts who believe that, through diet, drugs, and denial, you can endure for centuries, you should read this book and use it as a basis for discussions with your family and your professionals. If so, your funeral need not-like so many-be the day your heirs start fighting with each other, and your estate begins to bleed."
—Donald Coxe, Chairman of Coxe Advisors LLP, has been a columnist with the Globe & Mail, the National Post, Maclean's and is the author of The New Reality of Wall Street

"A sensible, sound and savvy guide for everyone who is not immortal-that is, all of us. Thoroughly enjoyable and insightful. A must-read for all those thinking about estate planning-which, too, should be all of us."
—Michael Gordon, MD, MSc, FRCPC, Geriatrician and author of Moments that Matter: Cases in Ethical Eldercare

"In a very readable and easy to understand manner, this book hits all of the common estate planning mistakes head on. I highly recommend it."
—Ian Hull, LL.B., Hull & Hull LLP

"This book is must-read to understand how to protect your hard-won assets and assure a smooth transition for your family when you are gone. It also explains how best to ensure that your wishes are met and without making the mistakes common to do-it-yourself estate planners. While most of us don't want think about our mortality, planning ahead is essential. This easy-to-read guide explains the documentation necessary in the event you are unable to make your own health care decisions. The thoughtful preparation for delegation of personal care and financial decisions is essential to leaving a legacy that does not include hard feelings and family feuds. This book stresses the need for specificity, clarity and regular updating as your life change. The...

What Color Is Your Parachute? for Retirement, Second Edition: Planning a Prosperous, Healthy, and Happy Future

admin — Mon, 10 Jun 2013 23:57:22 +0000

The 7 Most Important Equations for Your Retirement: The Fascinating People and Ideas Behind Planning Your Retirement Income

admin — Mon, 10 Jun 2013 23:56:53 +0000

The 50 Biggest Estate Planning Mistakes…and How to Avoid Them

admin — Mon, 10 Jun 2013 23:56:40 +0000

Cash Flow Planning: The Nuts and Bolts of Budgeting

admin — Sun, 26 May 2013 13:12:28 +0000

The EASY Retirement Planning Guide

admin — Fri, 24 May 2013 03:34:24 +0000

Stop worrying about retirement and start doing something about it!

Whether you're new to the world of retirement investing or have been around the block a time or two and are looking for tips, The EASY Retirement Planning Guide can help you choose the right places to put your money.

You can learn how to invest your money successfully. Once you understand the system, it's simply a matter of putting your money in a handful of places.

You can spend as little as a few hours a month on your retirement fund and still manage to outperform the professionals. Read this book and find out how.

This handy book gives you real-world advice in simple and understandable language that will allow you to stop worrying about the ups and downs of the stock market. You will learn how to protect your money from loss while putting your money in the best places to squeeze every last dime out of it that you can.

Topics covered in this book include:
- The mistakes most investors are making that could cost them hundreds of thousands of dollars.
- What you need to know about the language of investment.
- The difference between saving money and investing money and how it could be costing (or making) you big bucks.
- How to avoid locking in big losses in your investment accounts.
- How to get more impressive returns than the "experts" (It's really easy!).
- What debt needs to be paid down before you start investing in retirement and what debt you can carry and still invest.
- How to get free money from your employer for your retirement fund.
- How low-income investors can get the government to match a portion of their investment.
- How to find the best mutual funds to put your money in.
- What diversification is and why it's absolutely critical.
- The one type of fund you can buy that provides instant diversification.

All of these topics are covered, plus lots more. Buy this book now and get started on your way to an easy and comfortable retirement!

Financial Management: The Ultimate Tips & Tricks eBook Guide to Increase the Flow of Money – Financial Planning – Budgeting – Investing – Consumer Guides – Reference

admin — Wed, 15 May 2013 04:06:51 +0000

Financial Management - In today’s world with the financial crises we have witnessed people are seeking for new way’s to budget and at the same time build wealth.

This is because they feel the need to find a way to save and secure wealth for their retirement and their family.

Have you ever considered why the wealthy get better and the inadequate get poorer? Do wealthy individuals know some secrets that the rest of the population doesn’t?

Discover the key techniques used to instantly get richer whilst spending less time. You will wish you had known about these secrets used by celebrities and the elite earlier.

* Learn the key factors to wealth building

* Learn how to budget and survive during recessions

* Learn how to easily take control of your finances

* Learn the best things to invest in when times are hard

Once you put these steps into action and see the great outcomes, you'll be assured everyone and every kid should be trained these strategies from early in life.

Planning for Long Term Care

admin — Wed, 17 Apr 2013 23:23:44 +0000

A PAPERBACK ORIGINAL A comprehensive guide to understanding, choosing, and buying long-term care services and insurance "An excellent source of information." Money magazine "This book provides the information and guidance people will need to make sound decisions about ensuring and gaining access to long-term care." Ann Landers In the next 10 years, more than 12 million Americans will require some form of longterm care. Written by the trusted experts at the United Seniors Health Council, Planning for Long Term Care demystifies the issues surrounding long-term care insurance so readers can make informed decisions when buying a policy. It provides an overview of all long-term care services, along with guidance on how to access them and how to pay for them. It also covers a host of financial and family issues related to home care, assisted living, nursing home care, private long-term care insurance, and much more.