Adamson Wealth Group
200 Hwy 20 E, Unit 108 L0S 1E6 Fonthill, ON, Canada

Have you checked out our latest Monthly Market Snapshot? https://www.adamsonwealthgroup.com/articles #becauseyourfuturematters

When it comes to your insurance, is it too risky to travel and what is the impact for those that have travelled or plan to do so? #insurance #holidaytravel #becauseyourfuturematters https://www.adamsonwealthgroup.com//the-travel-bug-when-tr

This is so important! Where do you store your digital assets? If you store your precious memories in a cloud or on social media - your loved ones may not be able to retrieve them at your time of death. Check out our article on protecting your digital assets and this recent article from CBC - "Apple blocks widow from honouring husband's dying wish" #estateplanning

Wine flies when you're having fun! Meet our Branch Administrator, Julia, who enjoyed a glass at Stratus Winery this past weekend!

Can the CRA seize life insurance proceeds to satisfy tax debts? Check out our new article on our PPI website. #becauseyourfuturematters

Have you received a voluntary buyout as a result of the COVID-19 slowdown? Are you nearing retirement and faced with some big decisions around whether to take your pension as a commuted value or receive a severance? Have you considered the tax implications? Give us a call, we're always here to help. #becauseyourfuturematters

Where do you start and what do you need to know in order to protect you and your family? A needs-assessment is the first step to insuring you have a plan that fits your life. #becauseyourfuturematters #insurancesolutions

Investing 101: The point of investing is to grow your money so that you have more in the future than you have today. How you choose to put your money to work is contingent on your personal situation, including your goals, time horizon and risk tolerance.... Investment choices available to you typically fall into three main categories: cash and cash equivalents (think T-bills and money market mutual funds), fixed-income products like Guaranteed Investment Certificates (GICs) and government bonds, and equities (stocks). In general, the higher the expected return on an investment, the more risk you’ll need to take to achieve that return. Cash and GICs are typically on the lower end of the risk continuum; equities on the higher end. This is where it’s valuable to work with us. We can help you evaluate your investment options and determine the balance of risk and reward that makes sense for you. #becauseyourfuturematters Source: Holliswealth - smart ways to get smarter with money

As a parent, you can help your kids build their money skills through hands-on learning and experiences rooted in the real world. Here are some easy-to-implement ideas for raising financially literate children of all ages: https://www.holliswealth.com//Helping-Children-Build-Money

Great read about the questions you should ask yourself before paying down your mortgage: 1. What's the interest rate? 2. How much risk can you take? 3. Could you do something else with the money?... 4. Can you sleep at night? "By developing a sensible financial plan tailored to your goals and risk tolerance, and having the fortitude to stick to that plan - even through tumultuous periods - you can sleep well at night and focus on what really matters." #becauseyourfuturematters

Spending money on non-essentials like dining out, coffee, video games and magazines can cut into your savings plan. Remember to pay yourself first and then spend on treats and entertainment. Use this calculator to see how much you could be saving. #becauseyourfuturematters

"With few vacation options available in the 'summer of COVID,' many Canadians are spending a few days under the stars. Turns out, it's an incredibly affordable way for a couple or family to enjoy time away."

Monday Money Tips! 1. Use online banking to: -Set up payment reminders -Schedule future bill payments... -Review your spending 2. Make the most of workplace plans take full advantage of group retirement plans, including matching programs, and reduce taxes and out-of-pocket expenses with flexible spending accounts and health benefits. 3. Save for retirement now, regardless of your age plan to save enough to top up guaranteed government sources such as the Canada Pension Plan (CPP). 4. Work with an advisorreduce financial stress and start to feel financially secure: -Get help setting goals -Develop a customized financial plan -Prepare strategically for life’s financial milestones #becauseyourfuturematters Source: Manulife - 10 Simple Money Management Tips

Everyone asks "how much money do I need to save for retirement?" Use this calculator to get started and remember we are always here to help. #becauseyourfuturematters

Check out this great summer reading program!

There’s no doubt the pandemic has changed our daily routinesat home and work which for some has created financial stress. This stress can take a toll on you both physically and mentally. I encourage you to check out Wellness Together Canada's FREE online platform. It will take you through a mental health self-assessment and give you access to extensive support and resources - even live phone and text counselling. This model is supported by Kids Help Phone, Homewood Health, ...and the Federal Government. And remember, when it comes to your financial well-being, we are always here to help. #becauseyourfuturematters https://ca.portal.gs/