by Joseph Francis | Nov 6, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Investing, Joseph James Francis, Long Term Investing, Money, Retirement, Retirement Planning, Saving
Monday, November 6, 2017 5 Financial Concerns for Baby Boomers Last week we jumped into the world of Millennials here at Budget Boss. They have a whole different economic reality than their parents. Unlike their parent’s, they have a far longer time horizon to figure... 
by Joseph Francis | Oct 27, 2017 | Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Joseph James Francis, Money, Retirement Planning, Saving, Saving for a Down Payment
Friday, October 27, 2017 The Top Financial Goals: From Your 20’s to Your 60’s As life goes on, your priorities change. As life goes on your understanding of money changes as well. Things that were important to you in your twenties aren’t as important to you in your... 
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... 
by Joseph Francis | Aug 25, 2017 | Bonds, Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Plan, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Money, Retirement Planning
Friday, August 25, 2017 Choosing the Right Financial Advisor: A 7 Point Checklist This week at Budget Boss has been all about Financial Advisors and the Financial Planning Industry. It is estimated that you are two times more likely to participate in saving for your... 
by Joseph Francis | Aug 11, 2017 | Budget Boss, Budgeting, Budgets, Dollar Cost Averaging, Emergency Funds, Finances, Financial Advisor, Financial Planner, Investing, Investment Strategy, Investments, Joseph James Francis, Net Worth, Retirement, Retirement Planning
Friday Final Reflection: August 11, 2017 My Simple 5 Point Investment Strategy Good Morning friends and welcome back to my final reflection of the week here at Budget Boss. This week was Investment Week at Budget Boss and we went over several topics including saving,... by Joseph Francis | Jul 28, 2017 | Budgeting, Budgets, Canadian Pension Plan, Defined Benefit Pension Plan, Defined Contribution Pension Plan, Finances, Financial Advisor, Guaranteed Income Supplement, Money, Old Age Security, Pension Plans, Permanent Life Insurance, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, Saving, Tax-Free Savings Account, TFSA
Recapping this week in Budget Boss: Retirement Week at Budget Boss 1) Why Start Saving for Retirement?: It will help you in the long run! 2) How to Save for Retirement: TFSA, RRSP, Insurance 3) Government Retirement Plans: OAS, CPP, GIS 4) Employer Sponsered Plans:... 