By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Young, healthy, fit adults embarking on their life adventures are unlikely to consider that they might be one of the two Canadians alive today who will be diagnosed with heart disease, or one of the three who will have a stroke before age 65 [...]
Category Archives: Personal
By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver Reality Number One: more than 40 percent of marriages end in divorce before couples reach their 50th anniversary. Regardless of how long a marriage or “common-law relationship” endures, at the end, there will be financial consequences.
By Garry Keiller, The Nakamun Group, Edmonton Ensure you have all your receipts and information slips before filing your 2013 tax return. If no substantial changes in your situation – such as changes in your investment portfolio – have occurred in 2013, you might refer to your 2012 tax return to identify the tax reporting [...]
By Greg Farries, BSC, The Nakamun Group, Calgary 2013 will be remembered as a year of enthusiasm for global equity markets. Meanwhile, the Canadian equity market lagged behind the markets of most other developed economies, primarily because of continued weakness in the material sector.
Bob Challis CFP, RHU, TEP senior financial and estate planner at Nakamun Financial Solutions, was the featured advisor in the Winnipeg Free Press’s September 14, 2013 Money Makeover. Having accumulated excellent pensions, and more wealth than they dreamed of, a couple discovers that managing their financial security is more complicated then they anticipated. They look for [...]
By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg When your financial circumstances support passing a monetary legacy to your heirs — children, grandchildren, or subsequent generations — one option to consider is the transfer of assets through a permanent life insurance policy. Such a strategy could complement your estate plan, provide you [...]