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!
Is downsizing the right decision?
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help.
Ways to save for a child’s education
Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility.
When you retire, financial literacy expands
Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options.
Transferring the family vacation property: now or later?
When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?
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Smart Strategies For Building Wealth And Giving Back
When do you need a power of attorney?
Hopefully, you’ll never suffer an illness or disorder that seriously impairs your cognitive functioning. But if you ever suffer such a condition, you may lose the ability to manage your finances.
Leaving more to your heirs
Imagine a $1 million estate including $200,000 of stocks in a non-registered account, a $300,000 Registered Retirement Income Fund (RRIF) and vacation property valued at $500,000.
How to keep your TFSA aligned with your goals
This year, you can contribute $6,000 to your Tax-Free Savings Account (TFSA), bringing the cumulative total of TFSA contributions to $63,500, or $127,000 between a couple.
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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!