Articles and Information
Newspaper Articles
Keeping the family business in the family? (part 1)
Take time to find best business succession plan (part 2)
Business Succession Articles, Printable Acrobat reader PDF file
Newly rich beware - Get new number, advisor and go away
What is more important: price or service?
Information Articles
How to draw a retirement income or "How to manage the effects of reverse dollar cost averaging"
Investing in fluctuating and / or rising markets or "Put the power of dollar cost averaging to work for you"
Investing as a process - including the most important component of investment success
Tax Efficiency Factors - If you have non-registered investments in your portfolio, you’re probably concerned about minimizing your taxable income within them.
Like a guaranteed income? - Then a prescribed annuity could be a very tax effective alternative to your GIC interest income.
Taking the mystery out of asset allocation
Death of a Business Owner:
What prompted you to develop the Enhanced Lifestyle Planner? - an interview with George Beshara, the Author/Developer of The Enhanced Lifestyle Planner and Co-Founder of North American Lifestyle Planning Corporation
Are you confident? - that your financial security plan is as powerful as it could be?
Retirement planning for business owners A retirement plan should consist of more than just selling the business. This article lists three ways to protect business interests and family during retirement.
Will your plan work? - "Monte Carlo Analysis"
Expense Breakdown for Comprehensive Planning
The links below are in the PDF or acrobat reader format and will probably open in your browser or if not give you an option to download or open from site. If you do not have Acrobat Reader , it is "free" and can be downloaded directly on the internet. Please click on ACROBAT READER to download. The files open in a separate window and may time some time to load depending on your connection.
Your guide to Business Succession Planning
Business Succession fact finder
Discussion of corporate owned life insurance
What is the best life insurance for business owners?
Planned giving using life insurance
How much life insurance is enough?
What type of permanent insurance is right for you?
Retirement planning: Tax advantages of life insurance, make room for RRSPs and life insurance in your plan.
Comparing participating life insurance with universal life insurance
Individual Insured Annuity case Study
Preserve your estate and provide a larger legacy
