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Home > Blog > Heritage Insurance LTD Blog: financial
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Heritage Insurance LTD Blog: financial

View the latest blog posts from Heritage Insurance LTD.

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Wednesday, December 8, 2021

2021 Year End Financial Review

With the warmer summer months seemingly behind us, what are you going to do with your new found non sunbathing time. With the tax sensitive date of December 31 rapidly approaching how about a little financial house keeping? I know it may not sound super exciting, but your future you will be glad you did. READ MORE >>

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Wednesday, April 28, 2021

Why Have a Financial Advisor?

In todays get it online world where virtually everything we want can be readily attained with the click of a computer’s key. Why would meeting our financial objectives not be the same? Why wouldn’t we just take the insight of someone in cyberspace who knows nothing of how we are really wired or what our personal and family world is about? READ MORE >>

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Wednesday, March 21, 2018

Managing Credit Card Debt

Your personal credit score is just as important as some of the other important numbers in your life. Financial institutions calculate your credit score, which determines what type of interest rate you will receive on a mortgage or credit card. READ MORE >>

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Monday, February 12, 2018

Time is Money When Saving For The Future

Has life gotten in the way of saving for the future? You know the benefits of contributing to an RRSP, and you still have time on your side to plan for a successful retirement. Your financial comfort during retirement could depend on how effectively you save today. READ MORE >>

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Monday, December 18, 2017

Wishing You All A Safe And Happy Holiday

Almost another year in the books. With the busy schedule of coaching hockey, watching baseball and soccer, and ensuring individuals and families financial needs are looked after, the months tend to fly by. With that said, there are plenty of positives that come from that. READ MORE >>

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Monday, October 16, 2017

Simplify Your Life And Save Money

Every week or so, I encounter many prospective clients who look to purchase life insurance coverage or are wishing to set up RRSP accounts to assist in funding their retirement. A common situation that comes up is that many of these clients have existing coverage in place as well as existing RRSP's that they have set up throughout the years. READ MORE >>

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Monday, August 14, 2017

Are You Making the Right Financial Decisions?

In the past, I have written many articles on how important it is to work with a financial advisor. A big reason to this is that an advisor knows all the ins and outs of the financial world. It is their field of expertise, to which they have all the tools needed to assist individuals or families in providing guidance to achieve their goals and objectives. READ MORE >>

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Tuesday, April 11, 2017

Why You Should Get Life Insurance Now

If you took a survey, you'd find that many people see the value in having life insurance. They understand that it's important to provide for their family in the event of their death. However, many people don't have life insurance. One reason is they think it's too expensive. READ MORE >>

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Wednesday, December 14, 2016

Efficiently Securing A Legacy

When it comes to fulfilling your wishes, you want a sense of security. You want to feel empowered, knowing you have made the right estate planning decisions. You want to know you have adequately prepared for the financial well-being of your loved ones. READ MORE >>

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Monday, October 17, 2016

Are You in Control of Your Pension?

If you are a member of your employer's pension plan, you are typically offered two different ways to draw pension benefits when you retire. The traditional option is to receive fixed monthly installment payments from your pension plan for your lifetime. READ MORE >>

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