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Monthly Archive for: ‘January, 2008’

Leadership – with Jamie Broughton

Leadership – with Jamie Broughton They say that poor students make the best teachers. That’s good, because Jamie spent over 20 years trying to figure out this leadership thing. He spent much of his life being shy, unsure and understated. He had an average, “OK” life as a result. In 1995, he got a wake up call that changed everything. …

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Medical Expenses

Medical Expenses Written By: John Klotz 1-28-2008 As we stare down the last few days of 2002, it’s time to consider some helpful YEAR END TAX PLANNING techniques. So here are a few simple tax planning points to consider (preferable when your not inebriated with rum laced egg nog!). Medical Expenses Your medical expenses and those of your spouse/partner and …

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How to Keep your RRSP’s Creditor Proof

How to Keep your RRSP’s Creditor Proof? Written By: John Klotz 1-28-2008 You know, every so often, something pops up in my day to day practice that stops me in my tracks. Such an event occurred with a prospective client. Here’s the deal. This individual is a successful consultant who makes a healthy six-figure income. She’s been socking it away …

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Is a Trust a Must?

Is a Trust a Must Written By: John Klotz 1-28-2008 Many people believe that trusts are only for the very wealthy, but that\’s not the case. All of us make financial commitments during our lifetime that we want to see continued. A trust can provide the control needed to ensure that these commitments to the financial security of others last …

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Do I need Critical Illness Coverage?

Do I need Critical Illness Coverage? Written By: John Klotz 1-28-2008 Many of you have read stories of people who have elected to travel to another country for access to medical treatment not otherwise available in Canada, and have heard the staggering costs associated with these decisions. Others may have read of families renovating homes to accommodate their loved ones …

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How to Choose an Advisor

How to choose a financial advisor? Written By: John Klotz 1-28-2008 If you speak with most people, you will find they have an accountant a lawyer and a family physician. There is one more advisor that they count in on their team and that is a financial advisor. Infact, this is probably one of the more important relationships that one …

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Disability Insurance Unplugged

Disability Insurance Unplugged Written By: John Klotz 1-28-2008 If you are a self-employed consultant working in the Internet space, you should consider purchasing disability insurance. You might be asking yourself, what are the chances of becoming disabled for a period of more than 90 days before you reach the age of 65? At the age of 35, you have a …

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What’s the Skinny on Segregated Funds?

Protecting Your Interests – The Role Of Segregated Fund Written By: John Klotz 1-28-2008 Segregated funds are individual variable insurance contracts and may qualify for protection against the claims of creditors under provincial insurance laws. Segregated funds offer all the benefits of mutual fund investing – professional management, liquidity and diversification – and the added peace of mind with the …

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What’s the Deal with Life Insurance?

What’s the Deal with Life Insurance? Written By: John Klotz 1-28-2008 Buying life insurance is a little like buying shoes – one size does not fit all. That’s why there are many different types of life insurance products and each type will offer widely differing features and benefits. That way people can narrow down their choice to the type of …

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What’s the Deal with Critical Illness Coverage?

What’s the deal with Critical Illness Coverage? Written By: John Klotz 1-28-2008 There has been tremendous interest in a relatively new product called Critical Illness coverage. What is it? How does it work? And should you buy it? Critical illness insurance provides a hassle free way to provide liquidity to meet the financial needs during a medical crises. Why is …

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