Applied Wealth Strategies
336 Kings Road Suite 204 B1S 1A9 Sydney, NS, Canada

It’s that time of year we start to see school buses, busier traffic in the morning, and the savings account depleting for extra costs of schooling. We think this is the perfect time for an RESP refresher. http://www.appliedwealth.ca/registered-education-savings-pl

Many people put off planning for their retirement for many reasons. Sometimes they don’t think they can afford it or perhaps they have to many debt commitments. Often people are in their 40’s and 50’s when they start thinking about retirement. The attached article talks about how it’s not too late at that age to start but it is always best to start as early as possible. ... https://www.financialplanningforcanadians.ca//starting-you

Anytime is a good time to discuss your financial goals and to create a tax strategy with your partner but the ideal time is just as you start to settle into your lives together. The attached article from our August newsletter discusses this further. http://www.appliedwealth.ca/e-newsl//2017-08/article-2.htm

HOW DO YOU KNOW IF YOU NEED A FINANCIAL PLANNER? People hire financial planners for many reasons. These questions may help you decide if you need professional financial advice. -Do you have the time to attend to your personal financial affairs? -Are you confused about conflicting financial advice from several sources?... -Do you feel you are paying too much tax? -Are you confused about where to invest your money? -Do you feel that you can't make ends meet? -Do you feel that you can't save any money? -Has there been a recent change in your life that could affect your financial future, such as retirement, job loss, an inheritance, an addition to your family, or loss of your spouse? Contact our office if you are looking for information about your long term financial strategy.

A lot of things can change in a year, including your finances. We are sending a financial planning link today with a reminder that financial plans should be reviewed annually. http://www.financialplanningforcanadians.ca//your-annual-f

HOW DO YOU KNOW IF YOU NEED A FINANCIAL PLANNER? People hire financial planners for many reasons. These questions may help you decide if you need professional financial advice. -Do you have the time to attend to your personal financial affairs? -Are you confused about conflicting financial advice from several sources?... -Do you feel you are paying too much tax? -Are you confused about where to invest your money? -Do you feel that you can't make ends meet? -Do you feel that you can't save any money? -Has there been a recent change in your life that could affect your financial future, such as retirement, job loss, an inheritance, an addition to your family, or loss of your spouse? Contact our office if you are looking for information about your long term financial strategy.

Most parents have thought about saving for their child’s education but what about for the adolescent years? Many families do not consider how expensive adolescent years can be. It’s a good idea to plan ahead for extracurricular activities, summer camps, the growing need for clothes, extra fuel to drive them to and from places, and increased food expenses. All of these can cause a huge financial drain if you are not prepared. The attached article talks more about saving up... for the adolescent years. http://www.appliedwealth.ca/e-newsl//2017-07/article-2.htm

Losing a Loved One is an emotional and difficult experience. After losing a family member we are not at our best so having a check list of things that must be done is helpful. The attached article from our upcoming July issue discussing this more in depth. http://www.appliedwealth.ca/e-newsl//2017-07/article-3.htm

Most parents have thought about saving for their child’s education but what about for the adolescent years? Many families do not consider how expensive adolescent years can be. It’s a good idea to plan ahead for extracurricular activities, summer camps, the growing need for clothes, extra fuel to drive them to and from places, and increased food expenses. All of these can cause a huge financial drain if you are not prepared. The attached article talks more about saving up... for the adolescent years. http://www.appliedwealth.ca/e-newsl//2017-07/article-2.htm