{"id":42,"date":"2014-12-04T14:31:48","date_gmt":"2014-12-04T22:31:48","guid":{"rendered":"http:\/\/www.okanaganwebsolutions.com\/~tfcpfinancial\/?page_id=42"},"modified":"2019-10-11T10:23:09","modified_gmt":"2019-10-11T17:23:09","slug":"financial-management","status":"publish","type":"page","link":"https:\/\/tfcpfinancial.com\/?page_id=42","title":{"rendered":"Financial Management"},"content":{"rendered":"<div class=\"fusion-one-third one_third fusion-column\">\n<h3 class=\"title\">INVESTMENT STRATEGY<\/h3>\n<ul>\n<li><strong>RRSP:\u00a0 <\/strong>Why should you invest in RRSPs?<\/li>\n<li><strong>RDSP:\u00a0\u00a0<\/strong>Are there registerd plans for disabled individuals?<\/li>\n<li><strong>RESP:\u00a0\u00a0<\/strong>Family or individual education savings for your children?<\/li>\n<li><strong>TFSA:\u00a0\u00a0<\/strong>Is this strategy for you?<\/li>\n<li><strong>GIC:\u00a0\u00a0<\/strong>What guarantee, what\u00a0does laddered mean?<\/li>\n<li><strong>Annuity:\u00a0\u00a0<\/strong>Pay for life or for a certain term?<\/li>\n<li><strong>Open\/Register:\u00a0\u00a0<\/strong>What are the tax consequences and why?<\/li>\n<li><strong>Income for Life:\u00a0\u00a0<\/strong>Registered or not,\u00a0guaranteed, beneficiary?<\/li>\n<li><strong>Estate\u00a0Tax:\u00a0\u00a0<\/strong>What&#8217;s taxable, what&#8217;s not?<\/li>\n<li><strong>Power of Attorney:\u00a0<\/strong>Endearing\/Limited<\/li>\n<li><strong>Registered Pension Plan:\u00a0 <\/strong>The only plan or additional plan?<\/li>\n<li><strong>Spousal RRSP:\u00a0 <\/strong>Maximize your tax reductions?<\/li>\n<li><strong>Income Splitting:\u00a0 <\/strong>Reduce your taxes in retirement<\/li>\n<li><strong>CPP\/OAS:\u00a0 <\/strong>When should you start 60 &#8211; 65 &#8211; 70?<strong>\u00a0<\/strong><\/li>\n<li><strong>Wills, Executors and Executor Guide: <\/strong>Current-up to date<\/li>\n<li><strong>Trust Estate, Family Trust:<\/strong>Combined families.<\/li>\n<li><strong>Investment Properyt and Capital Gains Tax: <\/strong>Wha&#8217;s taxable?<\/li>\n<\/ul>\n<\/div><div class=\"fusion-two-third two_third fusion-column last\">\n<h3>FINANCIAL MANAGEMENT<\/h3>\n<ul>\n<li><strong>PRINCIPLES OF PLANNING &#8211;\u00a0<\/strong><em><strong>Failing to plan is simply planning to fail.<\/strong><\/em>\u00a0 Successful &amp;\u00a0wealthy retired people get that way on purpose. They plan life&#8217;s journey.<\/li>\n<li>When&#8217;s the best time to start this plan? \u00a0<strong>NOW!<\/strong><img decoding=\"async\" src=\"https:\/\/tfcpfinancial.com\/images\/spacer.gif\" alt=\"\" height=\"12\" \/><span class=\"red\">Looking at the left might\u00a0seem daunting at first glance. Don&#8217;t worry &#8211; this is where we come in. We are professionals. We know the answers to these questions\u00a0and we can put the correct plan in place for you and your family. Is there one answer for everyone? Quite simply; No<\/span><span class=\"red\">. <\/span><\/li>\n<li><strong>CAN YOU DO IT YOURSELF?<\/strong><\/li>\n<\/ul>\n<div>\n<p>You\u00a0can put together a plan. Maybe you can fix your own car transmission, maybe you can roof your own house, maybe you can even pick a few stock that are &#8220;hot&#8221; today.<\/p>\n<p>And, if you botch the job a little, (maybe the roof leaks?)\u00a0you can always hire a professional to\u00a0correct the\u00a0work you&#8217;ve done.<\/p>\n<p>Let me ask you, is this how you want to approach your retirement planning?<br \/>\nOnce you reach retirement age, you don&#8217;t get\u00a0to go back and start over. There&#8217;s no opportunity to\u00a0repair\u00a0past mistakes. It&#8217;s important to get it right the first time.<\/p>\n<\/div>\n<ul>\n<li><strong>Our Offer to You<\/strong><\/li>\n<\/ul>\n<div>\n<p>We will review your current scenario, evaluate your plan, discuss your hopes and dreams and analyze your planning at no cost to you. There will be no obligations, no pressure and no committment required.<\/p>\n<p><strong>Would you like a fresh opinion on your portfolio? Let&#8217;s talk.<\/strong><\/p>\n<p>Call: (778) 838-6991 or email: <a href=\"mailto:don@tfcpfinancial.com\">don@tfcpfinancial.com<\/a><\/p>\n<\/div>\n<h4 style=\"text-align: center;\"><strong>LINKS TO\u00a0CURRENT FINANCIAL NEWS<\/strong><\/h4>\n<div>\n<h5 style=\"text-align: center;\"><strong>Market Reports &#8211; Stocks Report &#8211; Investment News<\/strong><\/h5>\n<div class=\"fusion-one-half one_half fusion-column\">\n<p>Stockwatch<\/p>\n<p>Bloomerg<\/p>\n<p>CNN<\/p>\n<p>Globe &amp; Mail<\/p>\n<p>Financial Times<\/p>\n<p>United Kingdom<\/p>\n<\/div>\n<div class=\"fusion-one-half one_half fusion-column last\">\n<p><a href=\"http:\/\/www.stockwatch.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">www.stockwatch.com\/<\/a><\/p>\n<p><a href=\"http:\/\/www.bloomberg.com\/news\" target=\"_blank\" rel=\"noopener noreferrer\">www.bloomberg.com\/news<\/a><\/p>\n<p><a href=\"http:\/\/www.cnn.com\/world\/\" target=\"_blank\" rel=\"noopener noreferrer\">www.cnn.com\/WORLD\/<\/a><\/p>\n<p><a href=\"http:\/\/www.theglobeandmail.com\/report-on-business\/economy\/\" target=\"_blank\" rel=\"noopener noreferrer\">www.theglobeandmail.com\/report-on-business\/economy\/<\/a><\/p>\n<p><a href=\"http:\/\/www.ft.com\/world\/asiapacific\" target=\"_blank\" rel=\"noopener noreferrer\">www.ft.com\/world\/asiapacific<\/a><\/p>\n<p><a href=\"http:\/\/uk.reuters.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">uk.reuters.com\/<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div>\n<\/div>\n<\/div><div class=\"fusion-clearfix\"><\/div>\n<div class=\"fusion-fullwidth fullwidth-box\" style=\"background-attachment:fixed;background-color:no;background-image: url(https:\/\/tfcpfinancial.com\/wp-content\/uploads\/2014\/12\/bkgd13.jpg);background-position:center center;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;border-color:#e5e4e4;border-bottom-width: 1px;border-top-width: 1px;border-bottom-style: solid;border-top-style: solid;padding-bottom:0px;padding-left:0px;padding-right:0px;padding-top:50px;\"><div class=\"avada-row\"><style type='text\/css'>.reading-box-container-1 .element-bottomshadow:before,.reading-box-container-1 .element-bottomshadow:after{opacity:0.1;}<\/style><div class=\"fusion-reading-box-container reading-box-container-1 fusion-animated\" animation_class=\"fusion-animated\" data-animationType=\"fadeInUp\" data-animationDuration=\"1\"><section class=\"reading-box\" style=\"background-color:rgba(255,255,255,.3);border-width:1px;border-color:#e5e4e4;border-left-width:3px;border-left-color:#346699;border-style:solid;\"><a class=\"button fusion-button button-default default button-square button-large large button-flat continue continue-right\" href=\"\/?page_id=37\" target=\"_self\" type=\"button\"><span>Contact Us Now<\/span><\/a><h2>Are you ready to become financially Secure?<\/h2><p>Click the button to contact us to arrange your no obligation initial consultation. You will be glad you did.<\/p><a class=\"button fusion-button button-default default button-square button-large large button-flat mobile-button continue-right\" href=\"\/?page_id=37\" target=\"_self\" type=\"button\"><span>Contact Us Now<\/span><\/a><\/section><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-42","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=\/wp\/v2\/pages\/42","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=42"}],"version-history":[{"count":9,"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=\/wp\/v2\/pages\/42\/revisions"}],"predecessor-version":[{"id":143,"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=\/wp\/v2\/pages\/42\/revisions\/143"}],"wp:attachment":[{"href":"https:\/\/tfcpfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=42"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}