Curry Financial Group Ltd.
223 Aylmer St. N, Unit A K9J 3K3 Peterborough, ON, Canada

Many people may not realize the long-term financial benefit of starting a Registered Disability Savings Plan. If you or a loved-one qualify, the government grants & bonds really add up over the years.

Please check out our new website. Hope you like it!

If you are planning a trip to escape from our Ontario winter for awhile, have you purchased travel insurance yet? If you have coverage through your credit card or group benefits, please make sure you have considered the following: Does the coverage meet your trip needs? What’s the maximum amount of travel insurance coverage? Do you need to book your trip with your credit card to activate coverage? Are you covered if you don’t use your credit card for booking?... Will your travel companions’ coverage be the same as yours? Is there a limited number of days on your existing policy? What if you stay longer than expected? Are you covered if you participate in sports and activities on vacation? Do you know if you’re covered for a pre-existing condition? Is this coverage based on age? Not sure? Please contact us and we will have a travel advisor from TUGO call to discuss your options for purchasing travel insurance that will meet your needs.

Does your group benefits plan offer a second opinion option such as Best Doctors? https://bestdoctors.wistia.com/medias/jn1soaksz9

A better way to manage your banking!

Lorne is proud to announce he became a grandpa last week upon the arrival of Louis Lorne Curry. Louis is Joe and Ashley's first child. Welcome to the family Louis!

http://curryfinancialgroup.com/get-rewarded-for-living-hea/

Sometimes a second opinion can make a big difference. Does your employee group benefits plan offer a program such as Best Doctors?

Should You Put Money into Your RRSP? Many of our clients come to us initially with the goal of putting money into RRSP’s, which they expect they will use once they get to retirement. While it often makes sense for at least some of your portfolio to be invested within an RRSP, it is not always the best option for your savings when all things are considered. RRSP’s do have some advantages. When you deposit money into your RRSP (up to 18% of your income plus unused contribution... space from previous years), you receive a deduction from income for tax purposes. Once invested within your RRSP your money will grow on a tax deferred basis until you withdraw it, at which point it is taxed as income. As I have mentioned before in my blog posts, as the boomers retire they are going to be living longer, but not necessarily healthier lives. We will have less people contributing to the system and more taking out. At the end of the day if nothing changes, there will be a shortage of money available for the government to pay for all of the services we are used to...continue reading by clicking here: http://curryfinancialgroup.com/should-you-put-money-into-y/ See more

Thanks to everyone who came out to our Slow Cooker Luncheon. We raised $426 for the Canadian Cancer Society and enjoyed the company of all who stopped by.

If you are in Peterborough tomorrow (Thursday, April 28th), why not stop by our office at 223 Aylmer St. N. between 11:30 AM and 1:30 PM for a fundraiser for the Canadian Cancer Society. We are hosting a Slow Cooker Luncheon. We are asking for a minimum $5 donation and will be able to provide receipts for donations $10 and over. We would love to be able to say we ran out of food so we hope to see as many of you as possible!

Time to Review Your Insurance Portfolio? Estimated Reading Time: 120 seconds Most of the people I meet with for the first time cannot give me any details about the insurance they have purchased in the past (or not purchased). They do not know what they are paying, if it is term insurance or permanent and the most shocking thing is they do not know if it even takes care of their needs.... Just like your will, or your retirement plan, you should take time to regularly review your insurance portfolio with a professional, to make sure it is still relevant for you, your family and your business. Here is a list of some things you need to consider when reviewing your own insurance portfolio... Continue reading here... http://curryfinancialgroup.com/time-to-review-your-insuran/

An article published by the Canadian Institute of Actuaries warns that, unless changes are made to the system, spending on health care will eat up 100% of total available provincial revenues by 2037.

Joe Curry's Blog: The Three Types of People Who Buy Life Insurance Estimated Reading Time: 90 Seconds Life insurance is the most effective way to make sure your family is taken care of financially. In my experience, there are three types of people who buy life insurance:... 1.They love someone and don’t want to burden them with debts or cash flow concerns 2.They hate the government and don’t want to pay 25-50% of their assets as estate taxes 3.They don’t like paying lots of taxes and would prefer to grow their assets on a tax free basis, access them tax- free while alive or pass them along tax-free to their family or favourite charities. Today’s post will focus on point #3 and how to keep more of your money. Participating Whole Life Insurance (Par Life) has been one of the oldest and most conservative asset classes available for over 100 years. It is often thought of as an expense because people do not understand what it can really do for them. Par Life offers guaranteed premiums, tax free cash value growth... Click this link to continue reading: http://curryfinancialgroup.com/the-3-types-of-people-who-/