insureyourfreedom.blogspot.com
Insure Your Freedom: Your Legacy
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Tuesday, January 27, 2015. Your legacy is more than a bank balance. It's the impact you make on your community and your family. Here are six tips for turning a nice thought into a powerful reality:. Ensure your personal information - bank account and investment contract numbers, insurance policies, tax information, etc. - are up to date and stored somewhere safe and accessible by your advisor, attorney, beneficiaries or family members. 2) Check your Will. 4) Consolidate your Finances. Heather Freed, CFP,...
insureyourfreedom.blogspot.com
Insure Your Freedom: April 2015
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Friday, April 17, 2015. The need for Travel insurance. A study released by the Bank of Montreal (BMO) on March 24, 2015 examines why and how Canadians use travel insurance. One of the findings of the study is that 36% of Canadians do end up requiring medical attention while they are on vacation,. If you leave Ontario, do you ensure that you have Out of Province Medical Insurance? Have you verified what it covers? Subscribe to: Posts (Atom). Heather Freed, CFP, CLU, CHS. Would you like more information?
insureyourfreedom.blogspot.com
Insure Your Freedom: Estate Planning - it's never too early
http://insureyourfreedom.blogspot.com/2015/05/estate-planning-its-never-too-early.html
Monday, May 18, 2015. Estate Planning - it's never too early. In The Toronto Star, Gordon Pape talked about tax efficient investments. Depending on whether your investments generate interest, dividends or capital gains, their tax rates vary. For example, if your income is from Canadian dividends, you could save $157.10 of tax for every $1,000 received, compared to interest income. As per Wikipedia,. From a retirement perspective, your sources of income vary by how flexible they are. That is true base...
insureyourfreedom.blogspot.com
Insure Your Freedom: January 2014
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Monday, January 27, 2014. Web sites of general interest. I am so tired of winter (and I assume that you are too), so I thought I would do something different in this month's e-newsletter. While browsing the web, I came across a few interesting sites. The first one is 3 3 Amazing Ideas that will Make your House Awesome. If Chris Hatfield turned you onto space, you can check out the photographs taken from space. They range from drawing faces on all the eggs in your fridge; to go bungee jumping; to eat kang...
insureyourfreedom.blogspot.com
Insure Your Freedom: January 2015
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Tuesday, January 27, 2015. New Estate Information Return. Effective January 1, 2015, estate trustees (i.e., executors) in Ontario have additional duties, with Ontario’s release of its. Part of the probate process, this new return must be filed within 90 calendar days after a certificate of appointment of estate trustee is issued. This return is not. Required where an application for probate was made prior to January 1, 2015. Point in the section entitled, "Value of estate assets" in the FAQ. More than ev...
insureyourfreedom.blogspot.com
Insure Your Freedom: New Estate Information Return
http://insureyourfreedom.blogspot.com/2015/01/new-estate-information-return.html
Tuesday, January 27, 2015. New Estate Information Return. Effective January 1, 2015, estate trustees (i.e., executors) in Ontario have additional duties, with Ontario’s release of its. Part of the probate process, this new return must be filed within 90 calendar days after a certificate of appointment of estate trustee is issued. This return is not. Required where an application for probate was made prior to January 1, 2015. Point in the section entitled, "Value of estate assets" in the FAQ. More than ev...
insureyourfreedom.blogspot.com
Insure Your Freedom: You and Your Dental Benefits
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Sunday, February 22, 2015. You and Your Dental Benefits. One of the areas people often ask me questions about are dental benefits. I’m not an expert. However, the Ontario Dental Association has a great web site with explanations written for the non-dentist. Check it out here. If you are having any major work done (i.e. more than routine cleanings, x-rays or small cavities filled), you may want to have your dentist submit a pre-treatment determination to your insurance company. They even have an IQ test.
insureyourfreedom.blogspot.com
Insure Your Freedom: May 2014
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Wednesday, May 7, 2014. Is all publicity good? I was featured in Acclaim, a magazine published by a great networking group - CAWEE (a women's networking group) . Check them both out. The article is titled - What do K. Etchup Viscosity and Insurance Have in Common? The Answer is Heather Freed. Subscribe to: Posts (Atom). Heather Freed, CFP, CLU, CHS. Would you like more information? Look forward to hearing from you. View my complete profile. Is all publicity good? Subscribe to this Blog.
