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Why Is Talking with Family About Money So Hard?

Posted by Todd Gotlieb in Blog

To get families talking, GBK Strategic Financial Partners presented a social experiment. By Michael S. Fisker | February 4, 2020 Nine in 10 Canadians consider it important to create a plan for their family and their own financial future, but nearly half have trouble discussing finances with their…

The Biggest Estate Planning Blunders of All Time

Posted by Todd Gotlieb in Blog

By Bryan Kuderna | February 03, 2020 Here are 13 stories that show why thinking carefully ahead of time matters. Estate planning is defined by Merriam-Webster as the arranging for the disposition and management of one’s estate at death using wills, trusts, insurance policies, and other devices. A…

Pitfalls of do-it-yourself financial planning

Posted by Todd Gotlieb in Blog

January 2020 / Todd Gotlieb – GBK Strategic Financial Partners The Information Age has made learning new skills as easy as clicking on a YouTube video. With effortless access to information, a do-it-yourself approach can be an attractive alternative to paying expensive fees for projects…

Why should I have a financial plan?

Posted by Todd Gotlieb in Blog

January 2020 / Michael Bronstine – GBK Strategic Financial Partners Depending on which survey you look at (and there are many to choose from), anywhere from one third to three quarters of Canadians say they don’t have a written financial plan in place. Whatever the…

High-net-worth financial health: do you know what you need?

Posted by Todd Gotlieb in Blog

January 2020 / Michael Bronstine – GBK Strategic Financial Partners They say money can’t buy happiness, but the way you handle the money you’ve got can most certainly influence how happy you are. Good financial health doesn’t just mean having ample wealth, it also means…

How a Wealth Consultant Can Help You Meet Your Goals

Posted by Todd Gotlieb in Blog

Michael Bronstine GBK Strategic Financial Partners December 2019 A Wealth Consultant is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions…

Essential tax numbers: updated for 2020

Posted by Todd Gotlieb in Blog

Use this handy list of tax numbers as a quick reference By: Staff at advisor.ca November 27, 2019 People usually do not realize the fact that medium ranges of hysteria might be current on this situation due to the fact well. why not check here buy…

What is Tax Loss Selling?

Posted by Todd Gotlieb in Blog

Written by Jim Yih When it comes to selling investments, the old saying goes BUY LOW, SELL HIGH? Tax loss selling is one of the very few reasons where you might find a reason to sell low. Tax loss selling is simply a tax strategy…