Patty Underwood
582 Hepner Crescent N0H 0A0 Port Elgin, ON, Canada

Filing #taxes can get a little complicated, especially if you’re a business owner. When you work for yourself, each year can be different. Chances are the COVID-19 pandemic has caused its fair share of upheavals. If you’re looking for ways to reduce the amount of taxes you owe, here are four #tips to consider. 1. Make sure your business makes enough to deduct expenses 2. Invest in yourself and your business 3. Consider incorporating your business... 4. Get life and key person insurance If your business accessed some of the COVID-19 benefit programs, loans or subsidies, make sure you check with your accountant on how these affect your taxes. For questions related to your insurance coverage, reach out to me today.

Permanent life insurance can help protect your loved ones from financial hardship if you’re no longer there to help support them. I can help you figure out if permanent life insurance is right for you. Want to learn more? Contact me today.

Reasons for having a life insurance policy vary from person to person. It depends on your personal situation, needs and goals. As an advisor, it’s my job to take a look at your financial and lifestyle habits to help determine which type of #insurance meets your needs. To discuss your options, reach out to me today to book an in-person or virtual appointment. #lifeinsurance #planforthefuture

As your life changes, so can your insurance needs. If you’re looking for long-term protection, you may want to consider permanent life insurance. I can help you figure out what would fit your needs. Contact me to find out more.

The cost of selling a home can catch homeowners by surprise. Make sure to #budget for expenses like moving costs, lawyer and realtor fees and land transfer tax. Need help making a plan? I can help. Contact me today.