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: Personal
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 R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Parents/grandparents financially supporting a disabled child/grandchild who has or is eligible for a Registered Disability Savings Plan (RDSP) have unique estate planning opportunities that should not be overlooked.
Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg American citizens, anyone with dual American/Canadian citizenship, or those with one or both parents born in the United States — whether or not you have claimed your US citizenship and regardless of where outside the US [...]
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 [...]
In this Winnipeg Free Press ‘Money Matters’ article, Bob Challis contributes his insight and advice about the need for insurance and ‘Considering Life’s “What if…” Read the full article here
By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver The changes that have already occurred and are still to come regarding Canada Pension Plan (CPP) and Old Age Security (OAS) have made decisions about collecting benefits and, in the case of CPP, continuing to contribute far more complex than in the past. Each individual’s [...]