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Heritage Insurance LTD Blog: plan

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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 >>

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 >>

The halls are decked, the nog is eggy and revelers are ready to party. But as the holiday celebrations continue, it's important to be aware of the responsibilities and potential liabilities hosts can face. There are a variety of situations or accidents that can occur that could put a serious damper on your party. READ MORE >>

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 >>

Retirement. When the time comes, will you be ready? You've worked too hard to leave things to chance. It's time for some solid financial advice. 50 percent of households with a plan feel on track to retire when they want – compared to only 22 percent with no plan.* READ MORE >>

Business risks are ever-present. Your employees may go on strike, or your vendor may go out of business. In every situation, you have to prepare your business for the unknown. Severe weather is one unknown that could upend your business if you aren't mindful. The following are a few ways you can prepare your business for severe weather. READ MORE >>

With 2016 now at an end, I want to take this opportunity to wish everyone all the best for 2017. Since we are at a start to a new year, I have prepared a small financial checklist for you to review for the year. Revisit Your Retirement Plan Are you on track to retire when you are ready? READ MORE >>

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 >>

Many people believe as they get older and become more financially independent, their need for life insurance decreases. You may not realize that life insurance can provide more than financial protection for a family to maintain its standard of living should a parent die prematurely. READ MORE >>

With the current volatility in today's markets, many investors are cautious as to where to park their hard earned dollars. A big threat to one's retirement savings value come retirement is volatility. If not planned and allocated properly, one's nest egg can be impacted in a big way. READ MORE >>

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