by admin@campfiredigitalmarketing.ca | Jun 8, 2023 | Estate Planning, Featured, News & Media, Our Insights, Retirement, Uncategorized, Video
Kimberley & Larry are pleased to share with you a web presentation of The Last Act, Closing the Book on Your Finances. The Last Act is an essential guide for every person to better understand the process of writing a Will, using Trusts and Settling an Estate. What...
by admin@campfiredigitalmarketing.ca | Jan 19, 2023 | Estate Planning, Financial Planning, News & Media, Retirement, Uncategorized, Wealth Management
Kimberley & Larry Short interviewed by Linda Swain, On Target _ VOCM- Friday January 13th, 2023 Kimberley & Larry Short are interviewed for their new book, The Last Act – Closing the Book on Your Finances. Listen here to uncover more about The Last Act...
by admin@campfiredigitalmarketing.ca | Nov 10, 2021 | Audio, Featured, Financial Planning, Investment Services, Our Insights, Portfolio Management, Retirement, Tax Planning, Uncategorized
The loss of a loved one is devastating and can take a toll on a person physically, mentally, and financially—and, these losses often occur to women as they typically live longer than men. The surviving spouse often faces the added burden of developing rapid financial...
by admin@campfiredigitalmarketing.ca | Feb 1, 2021 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Retirement, Tax Planning, Uncategorized
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance. Here’s a little bit about two types of investment accounts: the Registered Retirement Savings Account (RRSP) & the Tax-Free Savings Account (TFSA). Contributing to an...
by admin@campfiredigitalmarketing.ca | Feb 5, 2015 | Estate Planning, Our Insights, Retirement, Total Client Experience, Uncategorized, Wealth Management
Many individuals are not aware that once they pass away and their will is probated, it becomes a public document that anyone can read. All anyone – and I mean anyone – has to do is pay a fee online and your will (the inventory of your assets at death, the list of...
by admin@campfiredigitalmarketing.ca | Feb 4, 2015 | Estate Planning, Financial Planning, Our Insights, Portfolio Management, Retirement, Uncategorized, Wealth Management
I am often told by business owners that if they become sick or disabled, their spouse will step in to run the business until it can be sold. This sounds like a logical succession plan when discussed rationally in a comfortable office as part of an overall retirement...
