Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.
http://chartwellfinancial.com/wp-content/uploads/2018/12/2018_Tax_Planning_Tips_Family-page-1.png792612Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-12-01 00:07:592018-12-01 00:42:08Tax Planning Tips for End of 2018
Financial Planning for business owners is often two-sided: personal financial planning and planning for the business.
Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this.
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.
http://chartwellfinancial.com/wp-content/uploads/2018/11/500x500-FINANCIAL-PLANNING-FOR-BUSINESS-OWNERS-coverImage-1.png500500Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-11-01 22:46:232018-11-01 23:12:09Financial Planning for Business Owners
Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall into the trap of avoiding these difficult matters. Good estate planning will help to make sure that your wishes are carried out, and your family and assets are well protected.
http://chartwellfinancial.com/wp-content/uploads/2018/10/doYouNeedAnEstatePlan-Steve-Cameron-2.png792612Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-10-03 19:29:002018-11-01 22:53:21Do you need an estate plan?
Insurance products, including segregated fund policies and health insurance are offered through Chartwell Financial, and Investment Representatives Steve Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.