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Lloyd Litke | Jan 27, 2021

These 4 moves will set you up for financial success in 2021

automatic savings
budget
cashflow
Debt in the new year
Financial success
grow networth
Jan. financial tips
money smart
New Years Resolution 2021
pay yourself first
reduce and win
Tips to save money

 

Want to end 2021 on a financial high note? Then make these moves right away.

We all have our share of New Year's resolutions we want to keep during 2021 --

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Lloyd Litke | Dec 15, 2020

The Living Benefits of Life Insurance

 

A medical diagnosis is overwhelming.  Prepare to handle a medical crisis through establishing your life insurance as an asset.  Life insurance can often be

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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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