Real Estate Ownership Info

Ok, now it's time to calculate your financial inventory. Grab your recent bank statements along with your drink of choice and have a seat. Review your most recent bank and investment statements for all your holdings. You want to take an inventory of each item and identify the most current date to provide you context. Add up all your assets (A) and deduct all the liabilities (L) and you will calculate a net worth... (NW). The equation is A - L = NW See more

We hope you've been enjoying our last few posts! Today we wanted to touch on why financial goals are so important, no matter your age. Setting financial goals provides a road map and plan to build wealth and places you on the path for financial independence. It is critical to establish achievable time horizons so that you can plan your financial milestones... properly. The key to success really is a proper plan! See more

A financial plan allows you to determine your financial situation at a given moment. It should include looking at all your assets and liabilities, calculating your net worth, establishing what your goals are, and what methods you are going to employ to achieve them. This means taking into consideration all your assets - how much you get paid, what's in your savings accounts, investments, what's in your retirement fund - as well as your liabilities... including loans, credit cards, and other personal debt. Don't forget to include expenses like your mortgage or rent, plus monthly utility bills and other monthly expenses. The snapshot should also factor in what your goals are and what you'll need to accomplish in order to get there. This could include retirement planning, investment strategies and tax planning. See more

We know everyone is currently in their new year, new me mindset, so we thought it would be a great time to talk a bit about financial planning and the importance of it, no matter what stage you are in your life. Swipe to learn about what a Financial plan is! Do you have a financial plan? Have you ever thought about one?... Stay tuned for more content from us this month on this topic See more

Canada 2021 Housing Forecasts Call For A Boom ... Or The Worst Crash in 40 Years https://www.huffingtonpost.ca//housing-forecast-canada-202

Some great info for anyone looking to buy their first home. https://www.moneysense.ca//advice-to-a-young-couple-looki/