Financial Freedom Insights
Smart Strategies For Building Wealth And Giving Back
We want to make financial topics easy to understand and help you take control of your financial future. With tips on smart saving, investing, budgeting, and even philanthropic planning, we’ve got you covered. Our goal is to give you the tools and knowledge to feel confident about your financial journey—while also making a positive impact along the way!
Making the Most of a First Home Savings Account
Months after the federal government launched the First Home Savings Account (FHSA), more than 20 financial institutions are offering FHSAs, and Canadians are opening accounts by the tens of thousands.
Do You Check Your Bank and Credit Card Transactions?
Recently, a British Columbia resident discovered they had unknowingly been paying another person’s cell phone bill for five years. That’s the sort of false charge that could have been caught and stopped immediately by regularly monitoring transactions.
Monetizing the Tech Revolution
Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage.
Pressure Continues to Build
As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster.
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Smart Strategies For Building Wealth And Giving Back
Investing in the home stretch
For most people, investing changes as retirement approaches. The number one concern is usually wealth protection. If markets suffer a severe downturn just before your planned retirement, you want to know your nest egg will remain intact and you’ll still retire on time.
Thinking of purchasing a vacation property?
It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin.
When should you start CPP/QPP and OAS benefits?
Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time.
Claiming home office expenses
Thankfully, the Canada Revenue Agency (CRA) has made it easy for employees to claim home office expenses if you spent more than half of your working hours at home for at least four consecutive weeks in 2020 due to COVID-19.
The pandemic and the piggy bank
Just over 12 months ago, provinces and territories responded to the COVID-19 pandemic by declaring states of emergency.
Ways to use a TFSA in retirement
During income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything.
Couples without children approach financial planning differently
When you think of the messaging and imagery in financial media stories and advertising, do you ever get the impression that financial planning is mainly for a couple with three kids, a new SUV and a dog?
Does it pay to renovate?
One spouse wants to modernize the kitchen with a quartz-topped island, sleek push-open cabinets and built-in appliances.
Does your group insurance need a boost?
A person gets injured in a skiing accident, can’t return to work for more than two years, and still needs the same income replacement.
How to minimize tax on retirement income
When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future.
Why the money talk matters
It’s never been easy discussing financial matters with family members, whether talking to your parents or adult children. But quite often, there’s one important reason to gather your courage and have the money talk.
When selling an investment is a tax win
Over time, it’s inevitable that some investments will underperform, with promise turning to disappointment. This year, due to COVID-19, there’s an increased chance of underperformance – especially for holdings in the hospitality, retail, entertainment and transportation sectors.
Contact Us
At Endurance Wealth Partners, we’re here to help you simplify your financial journey. Whether you have questions, need advice, or are ready to take the next step, we’d love to hear from you!