By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver When somebody dies, family and friends want to do something to help the closest loved one(s), and with the best of intentions can inadvertently cause estate chaos. An action-oriented relative might take on notifying the deceased’s banks, others might contact credit card companies, insurance holders, [...]
Category Archives: Business
By Garry Keiller, The Nakamun Group, Edmonton Hoping for an early refund, many people file their income tax return in March, and then have to file an amendment when more information arrives in the mail in April.
By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg A new scam has surfaced in Canada. Anyone who owns, plans to purchase, or even has no interest whatsoever in life insurance can be targeted. Be suspicious of anyone offering to pay your premiums for life insurance or give you money in connection with [...]
By Garry Keiller, The Nakamun Group, Edmonton With criminals becoming more and more sophisticated in their scamming methods, you might be comforted to know that your Nakamun Advisor stands between the savings we manage on your behalf and any unauthorized person trying to access these accounts.
By Garry Keiller, The Nakamun Group, Edmonton Canada is one of the few countries with a triple-A debt rating. While our debt, unlike many nations’, is manageable, the priority of the 2013 Federal Budget is to eliminate the federal deficit by 2015/2016. Spending growth will increase by only 0.9 percent in 2013, the lowest rate [...]
By Greg Farries, BSC, The Nakamun Group, Calgary Looking back at 2012, investors around the world remained extremely cautious. Headlines continued to be dominated by the European debt crisis, the US’s inability to address its own debt issues, and China’s slowing growth. In the US, housing prices and unemployment continued to be problems. The negative [...]
By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver Whether you have accepted in advance or discover after an individual passes away that you have been named an executor, you can choose to decline. Just some of the reasons you might not want to serve as executor include:
By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Life insurance is like no other financial instrument in its ability to create portfolio equilibrium while delivering guaranteed results. A comprehensive financial plan is incomplete without considering this unique asset class. Our current financial environment is fraught with low guaranteed fixed interest rates, unproven [...]