I have read this really great book that you may have seen around the office: The Four Phases of Retirement: What to Expect When You’re Retiringby Riley E. Moynes. After reading this I tried to apply it to my personal situation and this is what I got!
It’s the start of a new year. A time for resolutions, goal-setting, reflection of the last 12 months and a fresh start. Financially, it can be a very depressing time. The holidays are over and now you must face the harsh reality of your generosity over the gift-giving season. That said, receiving your January credit …
The McClelland Financial Group’s first client art exhibit was a wonderful way to celebrate the holidays. Guests enjoyed an open house atmosphere with cocktails, passed hors d’oeuvres and a sweets, cookies and milk bar while the dulcimer tones of Shane and Mike Connon filled the room with some musical classics. It brought together artists, food …
This was our first ever New Client Dinner. We wanted to take the opportunity to welcome aboard our newest clients which included all those who joined McClelland Financial Group from July 2017-September 2018.
Our first ever McClelland Family Picnic was a hit! Saturday September 29th turned out to be a beautiful sunny afternoon. Clients enjoyed roasted corn on the cobb BBQ’d by our staff. Hank Daddy’s famous BBQ Food Truck served up slaw, beef brisket and smoked sausages on a bun and mac n’ cheese. Kids and adults …
Here’s a great article by James Burton of Wealth Professional magazine I’d like to share with you today: Fees have hit rock bottom thanks to Fidelity but good advisors will always have the ammunition to prove their value, according to an industry veteran. The US division of the investment giants this month launched two index-tracking …
Sounds silly, doesn’t it? Well, today’s biggest estate planning issue is what we call the Beneficiary Lottery. This is the solution that many people default to by trying to avoid conflict or not dealing with estate issues. In a nutshell, when wills are made they are done per individual, not jointly. At any time, either …
For the fortunate investors who have maximized their tax deferred and tax free accounts, the next logical place to invest is in a non-registered account. Although the investment income earned is taxable annually, there are still tax benefits that can be derived from these accounts.
On April 27th, these comments were often overheard as we celebrated our biggest client appreciation event of the year, McClelland University! Annually, we honour our loyal clients by hosting them to a half day of entertainment, education and two flavourful meals. This year’s McClelland University was the first major event planned by our new Marketing …
McClelland University: “Best one yet!” “Loved the speakers!” Read More »
Knowing that these things will eventually happen, it only makes sense to plan for them. A common misconception is that financial planners can only help with one, taxes. However, there are many things that can be done to help plan for a “successful” death.
FREE RESOURCE
Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
