April 2019
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The Role of Luck in Your Planning

One of the most interesting facets of the financial services industry is how so many people tend to invest their money and plan their financial affairs by chasing trends and doing what is "popular".

For example, many investors like a "sure thing" and will often pile into an investment sector that is hot.

As human beings we often like to see evidence first that something is coming into reality before we join the trend, which is the opposite of how financial planning...

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Advice for Small Business Owners

Similar to the situation of individual Canadians, small business owners must deal with a variety of financial challenges in order to grow their businesses. Besides managing issues like cash flow and assets, small businesses must also think about taxes on income.

Without a doubt, tax return filing can be an intimidating experience for many business owners, but the process can be greatly simplified simply by keeping good financial records.

Plan ahead and have an informed estimate on your year-end financial results well in advance of the tax deadline...

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Should You Prepare Your Own Will?

Earl wants to control the distribution of his estate when he dies and feels that a Will is a good idea. He had heard the ads on radio and TV about do-it-yourself Wills and bought a National Legal Will Kit.

The booklet he received a few weeks later contained lots of useful information. There was a Glossary of Legal Terms that helped Earl understand the language of Wills and estates.

It contained a Checklist for Your Estate Trustee which lists those things that will need to be done with his estate when he dies. He will have to remember to give a copy of this list to his Trustee...

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You are never too old to set another goal or to dream a new dream.
 
Les Brown
 
 
Mutual Funds Provided Through FundEX Investments Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.   Full Disclaimer - Privacy Notice
 
Achieve Financial
1192 Mountain Road - Moncton, NB E1C 2T6
Ph: (506) 858-7909