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Blog

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Lloyd Litke | Dec 8, 2020

Protect the Lifetime Income Value of Your Assets with Longevity Insurance

 

The 2015 Retirement Confidence Survey revealed that only 24% of today’s workers are very confident that they will have enough money to live comfortably

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Lloyd Litke | Nov 2, 2020

Small Business Grant: $10,000 (12 available)

Canada Life supports
COVID support
free cash
small business grants

Small Business Grant: $10,000 (12 available)

Canada Life is offering 12 grants to small businesses in Canada who are embracing the hustle COVID created and who

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Lloyd Litke | Oct 28, 2020

Charissa earned a Designation!

designations
educated advisors
education and experience
PFA
Professional Financial Advisor

Excited to share Charissa Keech has earned her Professional Financial Advisor (PFA) designation. This designation is offered through Advocis and takes a year

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Lloyd Litke | Oct 21, 2020

Using the FIRE Movement to Gain Financial Independence 

aggressively invest
cut down spending
extreme budgetting
FIRE investing
FIRE movement
live independently
retire early
strong financial base
tips to get rich quick

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Lloyd Litke | Sep 22, 2020

Should you Take CPP now or Later?

Best CPP timing
Canada Pension Plan
Canada Retirement
CPP
Cpp now or later
CPP timing
retirement income
tax efficient retirement
when to take out CPP

Your Canada Pension Plan (CPP) is worth approximately $250,000 to $330,000 in present value of money. Making the right decision on when to take your pension

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Lloyd Litke | Sep 3, 2020

Retirement Success

pensions
retirement budget
retirement dream
retirement income
retirement planning
retirement success
when can I retire

Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our

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Lloyd Litke | Aug 20, 2020

Guaranteed Income for Life with flexibility

investing
retirement income

Empire life and Canada Life are the last two insurance companies to offer Guaranteed Income for LIFE without sacrificing the market value. This type of product

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Lloyd Litke | Aug 19, 2020

Business Owners: **The Canadian Emergency Wage Subsidy Program has Changed July 5th for the better**

Business
Business & COVID
CEWS
COVID support
Emergency Wage Subsidy
Subsidy
Wage Subsidy

You likely have heard enough about the programs available for support throughout COVID, but there has been a positive change to the Canada Emergency Wage

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Lloyd Litke | Jul 30, 2020

Our Insights from BC Estate Forum

Contesting a will
death
estate planning
inheritance
wills
wills in BC

Lloyd and Charissa attended a virtual conference in June called the BC Estate Forum. Speakers were Lawyers, Accountants, Financial Planners, Digital Undertakers

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Lloyd Litke | Jun 15, 2020

Video: Don't Like Where You Are Financially? Change Your Behavior

financial disaster
unsatisfied financially
wanting more out of money
worry about money

Our behaviors produce the results we see in our lives.

 
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Lloyd Litke | Jun 6, 2020

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it Can Go

benefits of buying
benefits of leasing
car
Lease vs buy
leasing a car
tips for leasing a car

For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for

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Lloyd Litke | Jun 2, 2020

Video: Investing with a Financial Advisor

investing
money saavy
professional money tips
worry about money
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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