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!
Muted Markets and More Volatility
This month, we asked one of our portfolio management teams, Wellington Management, to provide their insights into the markets and to explain how their portfolio is positioned.
Why Tax Deferral Works
Whenever you have a chance to defer paying tax, a common thought is, “Why pay tax now when I can pay it later?” However, there’s more to the story than simply postponing the tax bill. Depending on the tax deferral situation, one or more of these benefits may apply. Here are some common and less well-known tax deferral opportunities.
Have You Reviewed Your Choice of Executor?
Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal representative, depending on the province.
A New Family Calls for a New Estate Plan
In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to the children. However, an estate plan is not usually typical when you remarry and have children from a prior marriage.
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From The Archives
Smart Strategies For Building Wealth And Giving Back
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.
Ways to give to grandchildren
Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift.
Preserving estate assets for your heirs
Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill.
Have you planned for digital assets
Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan.
How to pay little or no tax on RESP withdrawals
Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child.
Why you should watch out for phishing, smishing and vishing
In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device.
A New Era of Disruptive Tech
Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future.
Inflation: So Far, So Good, but the Road Gets Tougher
Recent progress in the battle against inflation may have been superficial. Find out why inflation is expected to rise again and remain “sticky” in the latter half of 2023.
Finding Value in Canadian Growth
In an economic downturn, opportunities for long-term value can become increasingly scarce. Uncover the shared characteristics of stocks that can weather the storm.
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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!