JBD Financial Planning is committed to helping you understand your financial future. Get out of debt, plan your retirement, save for your kid’s education, protect your income.
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March 2012 – Use this checklist to gather all your necessary tax receipts for tax season!
How are the Canada Pension Plan changes affecting you? Changes have been made starting January 1, 2012. Click here for the changes.
GET MY LATEST E-NEWSLETTER – Updated March 2012 – How to Break the Spending Cycle
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Our firm makes a strong commitment to helping you understand your financial future and provide you with the financial advice you need to secure your future today! Based in Saskatoon, SK Canada, our firm helps clients find solutions to their financial issues such as:
Disability & Critical Illness: “If you were too sick or hurt to work, how much income would you want your family to have?”
Retirement: “What are your thoughts on retirement? How do you envision spending your 60s, 70s and 80s?”
Education: “What role do you see yourself playing, financially or otherwise, in the education of your children?”
Asset allocation: “How are your investments working for you? Are you in proper investments?”
Major purchases: “What major purchases or expenses do you see occurring, over the next 3 years? 10 years?”
Survivor income: “Of all the things you look forward to in your future, how would your family’s objectives change if you didn’t make it home tonight? What would you want me to tell your survivors about your intentions for them?”
My independence allows me to dispense to you the best possible alternatives and allows me to provide you with unparalleled objective advice.
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A free monthly email newsletter with tips and advice on financial planning, retirement planning, tax planning, estate planning, savings for your child’s education, tax free savings accounts and more! Let us know if there are financial questions you have that you would like answered in our publication! Click to veiw previous e-Newsletters here.
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