by Prosperity Financial Solutions | Jan 15, 2025 | Blog, business owners, Family, farmers, investment, Professionals, retirees
Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources...
by Prosperity Financial Solutions | Dec 5, 2024 | 2024, Blog, business owners, financial planning, tax
As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
by Prosperity Financial Solutions | Nov 1, 2024 | Blog, business owners, estate planning, Family, insurance, investment
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Prosperity Financial Solutions | Jun 30, 2024 | Blog, business owners, Debt, Family
Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easier to make decisions that align with your goals. We outline 8 key areas of financial planning:Income: learn to manage your income...
by Prosperity Financial Solutions | May 31, 2024 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax
10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
by Prosperity Financial Solutions | Apr 22, 2024 | 2024, Blog, business owners, Family, financial advice, financial planning, individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
