Financial priorities worksheet
- By Tim Ramsay
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- 30 Oct, 2017
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This worksheet can help you fine-tune your budget and manage short-term and long-term goals.
Are you breaking the law?
Not exactly something that we plan to do. But something that far too many people do at this time of year.
When we think of giving, we turn our thoughts to money, presents and perhaps even the gift of service.
We've probably all experienced the stress of an awkward money moment, whether it's at a restaurant, at a party, or even at home. But how do you defuse such a tricky situation?
Investments may be one of the most focused-on parts of your financial plan, with much of that attention on monetary reward. But your investments can reach well beyond the bottom line – and even your own lifetime – if your financial plan is aligned with your personal values.
f you’re a busy professional, tax time can be a stressful time of year. If you’re also retiring or recently retired, self-employed or own a business, a commissioned salesperson, or are going through another significant life change, your taxes may have a new level of complexity that often benefits from professional support. - See more at: http://www.financialplanningforcanadians.ca/financial-planning/prepare-for-taxes#sthash.ery2aiHy.dpuf
4 ways to get your adult children on the road to financial independence
Planning for an uncertain future is a specialty of Mark Halpern’s, a CERTIFIED FINANCIAL PLANNER® professional, Trust & Estate Practitioner and CEO of WEALTHinsurance.com. According to Mark, Canadians are experiencing three major shifts that will impact how much we have to save and the financial planning choices we make. - See more at: http://www.financialplanningforcanadians.ca/financial-planning/3-big-shifts-that-make-financial-planning-more-important-than-ever#sthash.FmbXp3to.dpuf
There are many benefits to being your own boss: flexible work hours, choosing the most interesting projects and contracts, and vacations when you choose. Those upsides may come at a price, however. They often mean an income that fluctuates dramatically from one month to the next, along with a lack of employment insurance or benefits. - See more at: http://www.financialplanningforcanadians.ca/financial-planning/keep-your-finances-on-track-in-the-gig-economy#sthash.TNmZU49Q.dpuf