"Success seems to be largely a matter of hanging on after others have let go."William Feather
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Prospering with Mutual Funds: How anyone can “Afford” an Investment Advisor
Recently I was invited to appear on a live CNNfn television show to discuss my article “How to evaluate Load vs. No Load Mutual Funds.” (You can read that article on my website http://www.successful-investment.com/articles21.htm) As the producer and I ...
Setting Financial Goals - Part 2
In my earlier article “Setting Financial Goals – Part 1” I identified the 4 simple steps to setting up achievable financial goals. I mentioned that your financial goals should be broken down into smaller more manageable goals and then written down ...
Winning the Game of Retirement
Consider yourself an athlete in the sport of investing. Physical endurance is important when it comes to the sprint, however mental poise will see you through the long run. An investor can have the most reliable information available, but with the absence ...
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Five must-ask questions
(NC)-Beware of estate planners charging little or nothing to draft your estate plan. They are likely earning a commission on the investment products they recommend - which could compromise the objectivity of their advice. And note that competent estate planners should offer a holistic approach to estate planning. That is, an objective and skillful adviser provides more than investment strategies or financial planning advice.
When looking for the right estate planning adviser, consider these key questions:
- What is your previous estate planning experience and have you worked with clients like me?
- Do you have in-depth knowledge of relevant legislation such as income tax law, provincial family law and probate acts?
- How do you set your fees? Do you sell life insurance, mutual funds or other investment products?
- I would like to set time lines and how can you help me meet those deadlines?
- Can you refer me to other professionals, as needed, such as a lawyer or an accountant?
For more information, visit www.GrantThornton.ca. Grant Thornton LLP is a leading Canadian firm of chartered accountants and management consultants.
About The Author
News Canada provides a wide selection of current, ready-to-use copyright free news stories and ideas for Television, Print, Radio, and the Web.
News Canada is a niche service in public relations, offering access to print, radio, television, and now the Internet media, with ready-to-use, editorial "fill" items. Monitoring and analysis are two more of our primary services. The service supplies access to the national media for marketers in the private, the public, and the not-for-profit sectors. Your corporate and product news, consumer tips and information are packaged in a variety of ready-to-use formats and are made available to every Canadian media organization including weekly and daily newspapers, cable and commercial television stations, radio stations, as well as the Web sites Canadians visit most often. Visit News Canada and learn more about the NC services.
In recent industry surveys (FP500, Bottom Line), Grant Thornton ranks among the top five largest firms of chartered accountants and management consultants in Canada.
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