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Newmarket-Aurora Financial Planner - Julie Kranitz-Andrade - Wealth Maximization |

Julie Kranitz-Andrade is an independent financial advisor serving investors in the Newmarket, Ontario area.

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Newmarket-Aurora Financial Planner - Julie Kranitz-Andrade - Wealth Maximization | | wealth-max.com Reviews
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Newmarket-Aurora Financial Planner - Julie Kranitz-Andrade - Wealth Maximization | | wealth-max.com Reviews

https://wealth-max.com

Julie Kranitz-Andrade is an independent financial advisor serving investors in the Newmarket, Ontario area.

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1

Retirement: The Promised Land or Crushing Boredom? | Wealth Maximization Group

http://www.wealth-max.com/e-newsletter/2015/2015-08/article-3.htm

Skip to main content. Your Child's Education. The Investment Optimization Process (IOP). Gov't Site and Forms. Retirement: The Promised Land or Crushing Boredom? Retirement: The Promised Land or Crushing Boredom? For years, you have been anticipating that last day at work. When it finally arrives, will it live up to your expectations? While the lemonade may be in unlimited supply, your attention span is not. What happens if you get bored? Not that poolside lemonade. These findings provide some key insigh...

2

Tax Planning | Wealth Maximization Group

http://www.wealth-max.com/tax-planning

Skip to main content. Your Child's Education. The Investment Optimization Process (IOP). Gov't Site and Forms. Tax planning and tax strategies involve the application of the rules and provisions of the Income Tax Act, which is voluminous and in a constant state of change. Because their effective application can result in hundreds or even thousands of dollars of tax savings each year, it is strongly recommended that you seek the guidance of a financial professional with experience in income and invest...

3

Why Time Matters | Wealth Maximization Group

http://www.wealth-max.com/e-newsletter/2015/2015-08/article-1.htm

Skip to main content. Your Child's Education. The Investment Optimization Process (IOP). Gov't Site and Forms. It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future. Conversely, in the event that the advisor and the client get lucky and make a large return on their money, such as 30% for example, d...

4

Insurance Analysis | Wealth Maximization Group

http://www.wealth-max.com/insurance-analysis

Skip to main content. Your Child's Education. The Investment Optimization Process (IOP). Gov't Site and Forms. Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs. INSURE RIGHT - Interactive Insurance Helper * *. Call our office today if you have questions about your insurance strategy. Mutual Funds Provided Through FundEX Investments Inc. Subscribe to our Newsletter. By AdvisorNet Communications Inc. Mutual Funds...

5

Financial Plans and Marriage Breakdown | Wealth Maximization Group

http://www.wealth-max.com/e-newsletter/2015/2015-08/article-2.htm

Skip to main content. Your Child's Education. The Investment Optimization Process (IOP). Gov't Site and Forms. Financial Plans and Marriage Breakdown. Financial Plans and Marriage Breakdown. Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans. Some considerations, also in common-law relationships, are:. Ed and Liz will each need to make new Wills. Provisions will need to...

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Newmarket-Aurora Financial Planner - Julie Kranitz-Andrade - Wealth Maximization |

Asset or a Liability? Roy and Mary mistakenly believed that they could simply gift the cottage to their children and postpone taxes on the gain. While the property can be gifted to a spouse or rolled over tax-free on death to the surviving spouse, when it transfers to children or grandchildren, taxes on the gain in value will be due. Because their ultimate intent is for their heirs to get the cottage, there are some things they can do now to minimize the hassles and costs when the time comes. A more viab...

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