June 2004
Money Ideas
Summer will be here soon. For many of us, this is a time to relax and maybe go away on that long-awaited vacation, far from the cares of our everyday lives. But the lazy days of summer are also a good opportunity to reflect on our plans for the future, both short and long term.
From saving for a home, or home renovations, to putting aside money for a child's education or your own retirement, having a complete picture of your finances makes it easier to achieve your goals, on your own terms. Give me a call, and we can set up a time to meet and discuss your financial plan.
-Daryl Charanduk, CFP
Five ways to avoid family feuds
A will involves far more than distributing material goods and money. The death of a loved one often brings to the surface long-held feelings, good and bad. Here are five ways to help you avoid leaving a family feud as a legacy.
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Staggering is key to GIC investing
Many people invest in a Guaranteed Investment Certificate (GIC), and simply forget about it until it matures. There is a better choice, however: staggering the maturity dates of your investments.
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Keep those renovation receipts!
The dock, the deck, the roof... whether you do it yourself or hire a professional, keep the receipts. They could mean big tax savings.
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