Are you worried about outliving your savings but do not like the idea of annuities? Then a modern-day tontine is a product that you might want to consider.
Is Your Money Safe?
Are you worried about the safety of your money in uncertain economic times? While Canada has a strong financial system, it’s essential to know what safety nets are available in case of a bank failure. Discover the measures in place to protect your hard-earned cash.
Geopolitics: The Party Crasher
The 2022 threat of Russia taking over Ukraine created only nervous concern in the neighborhood whereas the actual invasion galvanized widespread condemnation of Russia’s invasion as a vicious, unwarranted geopolitical event.
Your Tax Checklist for 2023
It’s time for taxes again. Now is a good time to double-check that you have everything in place to file your taxes correctly and maximize your tax refund.
Dividend Income or Capital Gains – The Basics
You can make investment income through the financial markets in two major ways: dividends and capital gains. But what are they exactly, and how do they work? Let’s take a closer look.
Tax-Free Canadian Dividends
Very few things are better than tax-free income. Dividends from Canadian corporations sometimes come with lower taxes and tax-free benefits.
So, What’s the Plan? Estate Planning for Beginners
Estate planning is a crucial component of any complete financial plan. Despite common misconceptions, the process need not be overly complicated.
Maximizing Your Spousal RRSP
If you are married or have a common-law partner, you can take advantage of the spousal registered retirement savings plan (RRSP) to minimize your tax burden.
An Insured Annuity Strategy — Right for You?
Would you like the certainty of an income stream guaranteed for life with the ability to leave money to your heirs or charity? If so, then an insured annuity strategy may be right for you.
The View from Here
If one of our first clients happened to slip into a 28-year slumber, they would not recognize the firm we have become today. “People, Process and Products” have all undergone a massive revolution at Foster & Associates.
DISCLAIMER: Estimates and projections contained herein represent the views of the write and are based on assumptions which the writer believes to be reasonable. This information is given as of the date appearing on this report, and the writer and Foster & Associates Financial Services Inc (“Foster”) assume no obligation to update the information or advise on further developments relating to securities. The material contained herein is for information purposes only. This material is not intended to be relied upon as a forecast, research or investment advice, and is not to be construed as an offer or solicitation for the sale or purchase of securities, or as a recommendation for you to engage in any transaction involving the purchase of any Foster product. Investors should carefully consider the risks of investing in light of their investment objectives, risk tolerance and financial circumstances
© 2023 Foster & Associates Financial Services Inc.
