Financial Planning Archives -

Category Archives: Financial Planning

Financial Planners – The Financial Family Doctor – Sponsored by Jeffrey Gregory

February 4, 2021 Paul Calleri Leave a comment

TheGAAP.net Presents: Financial Planners: The Financial Family Doctor Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. Join us on Feb 9th. at 7:00 p.m. The CPA Toronto Accounting Group & TheGAAP.net Present:Financial Planners: The Financial Family Doctor What is the difference between a financial advisor and a financial planner? What is the difference between a general practitioner and a

What is responsible investing? – Contributed by Jeffrey Gregory

July 20, 2020 Paul Calleri Leave a comment

Is it possible to align personal investments with personal values? Here’s an overview of a concept that is gaining traction in the financial world. Read more >

Are you ready to retire. The top 10 thought-provoking questions to help you determine your readiness to retire.

August 1, 2019 Paul Calleri Leave a comment

Are you ready to retire? This list can help you answer that question You’ve saved well, invested wisely and built a sizeable nest egg. Retirement is within your grasp – or so you think. Here are 10 thought-provoking questions to help you determine your readiness to retire (whatever retirement means to you). When do you want to retire? In a

Choosing an executor for your estate. Jeffrey Gregory of Desjardins.

June 18, 2019 Paul Calleri Leave a comment

When you are writing your will, one of the most important decisions you have to make is who to name as your executor. Here are a few key considerations. Visit TheGAAP.net daily to be kept up to date on accounting information, trends and changes. For years, TheGAAP.net has provided Accounting; articles, surveys, employment opportunities, resource recommendations and accounting services

Are you familiar with the Individual Pension Plan?

April 22, 2019 Paul Calleri Leave a comment

For owners of SMBs, an individual pension plan can be a way of maximizing retirement capital while providing advantages similar to those of a defined benefit pension plan. People who work for a large employer with a defined benefit pension plan have a distinct advantage: they can predict the income they will draw from their pension fund each year… for

Should I pay my life insurance premiums annually or monthly?

February 7, 2017 Paul Calleri Leave a comment

You have made the decision to buy a new insurance policy or add to your existing portfolio, which isn’t always the easiest of processes. One of the decisions you’ll now have to make, after finally deciding on how much coverage and what provider to place your business with, is when are you going to pay your insurance premiums. Annual and