by Joseph Francis | Nov 9, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Estate Planning, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Inheritances, Insurance, Investing, Investment Strategy, Joseph James Francis, Retirement, Saving, Tax Effieciency, Wealth Planning, Whole Life Insurance
Thursday, November 9, 2017 Straight Talk on Inheritances Money is always a touchy subject. It gets even more touchy when the topic of death and money comes up. Baby Boomers have put their work ethic into overdrive their whole lives and many of them will be retiring... 
by Joseph Francis | Nov 8, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Investing, Investment Strategy, Joseph James Francis, Money, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, Saving Money, Tax Effieciency
Wednesday, November 8, 2017 Registered Retirement Savings Plans: What you need to know As Baby Boomers enter retirement their preferred method of savings remains the Registered Retirement Savings Plan or more commonly known as the RRSP. Almost half of Canadians... 
by Joseph Francis | Nov 1, 2017 | Budget Boss, Budgeting, Budgets, Emergency Funds, Emergency Savings, Exchange Traded Funds, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Investing, Investment Strategy, Investments, Joseph James Francis, Millennials, Money, Saving, Saving Money, Tax-Free Savings Account, TFSA
Wednesday, November 1, 2017 5 Important Investing Tips for Young People It is now reported that Millennials, people born between 1981 and 1997, are the largest population segment in Canada accounting for 9.5 million people, or 26% of Canada’s people in 2015. This may... 
by Joseph Francis | Oct 19, 2017 | Budget Boss, Budgeting, Budgets, Dave Ramsey, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Investing, Investment Strategy, Joseph James Francis, Saving, Saving Money
Thursday, October 19th, 2017 Back to Basics Financial Planning: Dave Ramsey In the world of financial planning personalities, Dave Ramsey is king. His approach is straight old school, no messing around, financial literacy. Ramsey has helped millions of people with his... 
by Joseph Francis | Sep 20, 2017 | Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Empowerment, Financial Independece, Financial Plan, Financial Planner, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, RDSP, Registered Disability Savings Plan, Registered Education Savings Plan, Registered Retirement Savings Plan, RESP, RRSP, RRSP versus TFSA, Saving, Tax-Free Savings Account, TFSA, Whole Life Insurance
Wednesday, September 20, 2017 5 Tax-Advantaged Places to Park Your Money Any money you make in this country will be taxed. That is unless you wish to skirt the law, which I would never recommend. This includes employment income, commissions, and even investment... 
by Joseph Francis | Aug 25, 2017 | Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Plan, Financial Planner, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Money, Retirement, Retirement Planning, Tax-Free Savings Account, Term Life Insurance, TFSA
Recapping this week: August 25, 2017 Financial Advisor Week at Budget Boss: Monday – Financial Advisors: What do they Actually do? https://budgetboss.ca/financial-advisors-what-do-they-do/ Tuesday – Financial Advisors and Your Investments: Do they have... 