The Power of Tax-Efficient Retirement Planning
IntroductionRetirement planning isn’t just about saving for the future; it’s about saving...
IntroductionRetirement planning isn’t just about saving for the future; it’s about saving...
IntroductionOne of the most critical, yet often overlooked, aspects of running a...
IntroductionAs a business owner, you’re often focused on growing your business, managing...
Organize your monthly cash flow to find additional dollars you can use to achieve your financial planning and retirement goals.
Estimate the amount of life insurance coverage you and your spouse/partner require.
Estimate the amount of taxes your estate will be required to pay in the year of your death (assuming no surviving spouse/partner).
Estimate the amount of tax you will be required to pay on various sources of income earned.
Estimate the future value of your RRSP investment given various assumptions.
Compare investing in the two most popular tax-assisted investments available to Canadians.
Explore real-life examples of how we’ve helped clients structure their wealth, manage their taxes, and plan for retirement. Our case studies highlight the impact of thoughtful wealth strategies and demonstrate the value of working with a coordinated financial team.
Stay updated with Flip My Life’s latest insights, tips, and resources delivered directly to your inbox. Our newsletter covers relevant financial planning strategies, updates in tax laws, and timely wealth-building techniques.
Listen to our latest podcast episodes where we discuss financial planning, wealth structuring, and other important topics. These discussions feature our team and guest experts, providing real-world perspectives on managing and growing wealth.
Join Sarah Balram, CDFA & CFDS, in the first episode of the Discovery Series: Unplugged, where she shares expert insights into divorce financial planning. Sarah covers everything from navigating divorce and separation to planning for the future, answering key questions about how to best support clients during a divorce. Gain valuable tips and strategies on managing finances through divorce and securing a stable future.
In this special Valentine’s Day episode, hosts Reh Bhanji and David Lee engage in a candid conversation with returning guest Sarah Balram, CFP, CDFA, CFDS, CHS, exploring the often-overlooked realm of prenuptial and postnuptial agreements. Sarah shares valuable insights into financial planning for marriage contracts, emphasizing their role in protecting personal and business assets. The episode includes real-life examples, essential dos and don’ts, and a lighthearted “swipe left or swipe right” game, making it an essential guide for financial advisors navigating the delicate balance of love and financial planning for marriage.
In this episode of the Discovery Series: Unplugged, hosts Reh Bhanji and David Lee, along with certified divorce financial expert Sarah Balram, return for part two of the “Money, Marriage, and Matrimony” series. They explore divorce settlements, the role of financial advisors in identifying planning opportunities, and strategies for navigating shared assets and securing future financial stability. This episode offers valuable insights for advisors supporting clients through the emotional complexities of divorce financial planning.
Whether you have a specific question or are exploring planning, we’re here to help you take the next step.