by admin@campfiredigitalmarketing.ca | Jan 11, 2024 | News & Media, Tax Planning, Total Client Experience, Uncategorized, Wealth Management
A Reminder about RRSPs and TFSAs It is the start of the new year, but we are coming up to the contribution deadline for your Registered Retirement Savings Plans (RRSP) for the 2023 tax year. The deadline to make a contribution to offset 2023 taxable income is...
by admin@campfiredigitalmarketing.ca | Feb 24, 2023 | Estate Planning, Featured, News & Media, Our Insights, Uncategorized, Wealth Management
“What happens to your business if the worst happens to you?” atlantic Business profiles an interview with Kimberley Short and Larry Short by Ashley Fitzpatrick – February 16th, 2023 ‘What’s sure to happen to every business owner and...
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 | Dec 15, 2020 | Our Insights, Portfolio Management, Special Reports and Newsletters, Total Client Experience, Uncategorized, Wealth Management
There is wealth in knowledge. We are pleased to inform you that Kimberley Short, Partner at ShortFinancial, has passed the formal educational and experience requirements to earn the following prestigious designations during 2020: 1) Trust and Estate Practitioner (TEP)...
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...
