Articles of Financial Interest
January 29, 2022
Read these featured financial articles of interest by Marie DeLauretis, including blog posts, guest articles and other links of interest.
To me, being wealthy means I am able to enjoy my life and take off to the mountains whenever I want. I get to spend quality time with my family and want my daughters to experience the rewards of being responsible with money and see what happens when you prioritize financial planning. I feel very grateful for my Mom and Dad who showed me the way to such an amazing career where I get to help people with their money every day.
Our ARTICLES
First Home Savings Account (FHSA)
April 29, 2023
Have you heard about Canada’s new First Home Savings Account (FHSA)? This is a new registered account introduced by the Federal Gov’t. In this article, I outline some key points about the FHSA to get you started.
A Financial Advisor’s aspirations of being a Boujee Dirtbag!
December 29, 2022
Full-time in her own career as a Financial Advisor and Certified Financial Planner, Marie DeLauretis always craves the outdoors and all its elements. Her favorite things to do in the great outdoors is Stand Up Paddleboarding, known as SUP, on flowing river water or flatwater, and hiking in the mountains of Alberta. Read more about it here!
Is your wealth planning process a ritual?
December 29, 2022
It is like a ritual to me. According to the Merriam-Webster dictionary a ritual is defined as: an act or series of acts regularly repeated in a set precise manner. “Rituals involve the execution of conscious and deliberate actions [as opposed to habits] …rituals are often markers or catalysts for energetic shifts. Rituals also assist in
Securing the Big Picture in 2022
January 15, 2022
As we settle into a New Year, no doubt you are planning your 2022 year. For certain, you will be concentrating on your current financial situation as “Tax Time” looms ahead. Therefore, I want to remind you to revisit your financial goals, lifestyle and long-term financial goals, during this time of contemplation. Seven common goals in
Personal Financial Year-End Tabulation
December 15, 2021
It’s time for a Personal Financial Year End Tabulation! Every year, members of our firm like to do what is called a Personal Financial Year End Tabulation. Described another way, we like to calculate how we have done so far this year with respect to our individual financial situation. One tool that we often use not only
Families Fighting Estate Battles in Court
September 1, 2021
My younger daughter, Kayla, said she wanted to be a lawyer. Naturally, I suggested the area of Estate Planning. Why? Because estate litigation remains one of the fastest growing areas of the law, a lucrative career path to be sure!! 137 million North American adults do not have a Will! This is not good, especially
Which family are You?
August 1, 2021
It is remarkably easy to predict which families will preserve inherited capital, manage each other’s care and avoid destructive litigation. One need only look at an individual’s commitment to planning, implementing and communicating basic information to family and friends while they have the capacity and the wisdom to will. Thomas William Deans Ph.D., Professional SpeakerAuthor
My Financial Planner
July 1, 2021
Have you ever asked your financial planner how they plan for themselves? Has your planner actually mapped out their own path to wealth building? Do they actually have a plan in place – whether it is a one page plan or a 3 inch binder full of “comprehensive know-how” to get from where he/she is
Insurance Matters of Divorce
June 1, 2021
If you are in the process of divorce or separation and have begun discussions surrounding the money matters of divorce, especially child support and spousal support, consider the below. “Support” Insurance: Life insurance coverage on the life of the child support payor or spousal support payor. There are two forms of support insurance: Conventional (or
Wisemen Say
May 1, 2021
WISEMEN SAY:If the key to growing your wealth is to work with a good financial advisor than why isn’t everybody working with an advisor? Perhaps he/she feels they do not earn enough income to become a client, or they are too young, or perhaps he feels he should be able to do it himself, or
Retirement Myths Debunked
April 4, 2021
Retirement Myths Debunked Is retirement realistic? Were we meant to retire for 25 to 30 years of our total life span? Retirement means to stop employment completely. Semi-retirement means to aggressively reduce work hours. Think about it, retirement is a relatively new concept in our history. It was first introduced in the late 1800’s early
You Think It Will Never Happen To You
March 3, 2021
With permission by one of our clients, we are sharing the following story: Our client was scheduled for a somewhat routine surgery. Providing no one had more pressing medical surgeries to be completed, our client’s surgery was a go. So, on the slight chance that someone with a more dire medical issue arose, that person
Le Sexy Tax Season – OH LA LA!
March 1, 2021
Is it already March? Ah, March, such an exciting month, not only does this month include International Woman’s Day, my Mom’s birthday (Happy Birthday Mom!) and Barbie’s birthday, but it’s also the month we all preoccupy our time with gathering the necessary tax information required by our tax preparers. I can hear the battle cry of all tax
Financially Organized Rescue
February 2, 2021
No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming. How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting process. It should begin however, with a financial organizational strategy. If you think about it, it is essentially, the gathering
Getting to the Heart of It
February 1, 2021
February is heart month, so we are reminded of love and romance…but I will leave that topic to the experts. However, seeing that it is heart month, people are also reminded to be concerned about their health. Heart month may remind individuals to attend that missed annual check-up, or to change their diet, or to add regular exercise
Not Putting All Your Eggs in One Basket
January 1, 2021
We completely agree with the old adage of not putting all your eggs in one basket, but you certainly want all your chickens on one farm, don’t you? It’s true that you should never have all your money in one investment, say one stock. But when it comes to all of your investable assets (mutual
Own Your Dreams
December 15, 2020
Last month, I introduced the financial planning component of Cash Flow Planning and Debt Management. This month, I would like to elaborate on that concept and perhaps help you locate advisors in your area who specialize in this service. Let me first summarize why cash flow planning and debt management is important in the financial planning
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Recent Posts
First Home Savings Account (FHSA)
April 29, 2023
A Financial Advisor’s aspirations of being a Boujee Dirtbag!
December 29, 2022
Is your wealth planning process a ritual?
December 29, 2022
Articles of Financial Interest
January 29, 2022
Securing the Big Picture in 2022
January 15, 2022
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