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Financial, Retirement, Estate Planning Resource Worksheets. education, Links - Situation Financial Planning, Halifax, Nova Scotia, Canada

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Financial, Retirement, Estate Planning Resource Worksheets. education, Links

J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
Halifax, Nova Scotia , Canada        

Resources: Financial, Estate, Retirement and Insurance
(More? Search or Talk with a CFP® )
This is a small sample of the information on this site. Search this site. Cannot find the answer? Ask. If unable to answer your question, or not licensed or qualified to do so, then we will offer to direct you to where you can get an answer.
Download a checklist overview of "Business Financial Planning". Completion will help you determine direction and if you are or will be missing out.
FINANCIAL SECURITY

LEGACY
(Start with the end in mind)
Wealth has to pass through a "funnel" at death.

Link to Wealth Funnel Video and a Guide that is available for download (includes a fillable worksheet that calculates shrinkage).


Excerpt from the Nov/Dec 2016 issue of FORUM

"if the choice of homeowners is to stay put, then options might include a collateral mortgage to let retirees pull out the tax-free funds from their homes to use for emergencies, or a reverse mortgage to provide an income stream, says Wilson. If they decide to downsize, they can use the proceeds to purchase a prescribed annuity to fund new accommodations, with the balance invested for emergencies.

What exactly is recommended depends on individual circumstances and needs to be considered as part of the overall financial plan. And since there is often little time for recovery, worst-case scenarios need to be considered and understood, he says."

"Using a residence as a valuable piece of a financial plan"
Cover story in FORUM magazine the flagship publication for Advocis, The Financial Advisors Association of Canada. Nov/Dec 2016

NOTE:

Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in the articles are not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.


J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
Office (902) 405-8665 Email  paul@jpw.ca
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