by Joseph Francis | Feb 26, 2018 | Budget Boss, Budgeting, Budgets, Debt, Declined For Life Insurance, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Group Insurance, Insurability, Insurance, Joseph James Francis, Life Insurance, Permanent Life Insurance, Term Life Insurance, Whole Life Insurance
Monday, February 26, 2018 7 Life Insurance Myths When it comes to getting life insurance it is important to understand what you are getting. I come across older clients all the time who are confused about their policies from long ago. It is not their fault as more...
by Joseph Francis | Feb 23, 2018 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Long Term Investing, Money, Registered Retirement Savings Plan, RRSP, Saving, Saving Money, Tax-Free Savings Account, Term Life Insurance, Wealth, Wealth Building, Wealth Planning, Whole Life Insurance
Friday, February 23, 2018 5 Must Have’s for Family Financial Planning Getting all your financial ducks in a row is not always easy, especially when you have children. Kids take up a lot of your time and of course a lot of your money. When they are growing up it can be...
by Joseph Francis | Jan 17, 2018 | Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independece, Financial Independence, Financial Plan, Financial Planner, Insurance, Investing, Joseph James Francis, Money, Saving, Saving Money, Wealth, Wealth Building, Wealth Planning
Wednesday, January 17, 2018 What is Your “Why?” One of the most difficult things to do in life is to understand why you are here. We look around and see so much going on, both good and bad, and wonder where do we fit into all this. Finding your “why” might be...
by Joseph Francis | Jan 3, 2018 | Budget Boss, Budgeting, Budgets, Cash Flow, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurance, Investing, Investments, Joseph James Francis, Money, Retirement, Retirement Planning, RRSP, RRSP versus TFSA, Saving Money, Tax-Free Savings Account, TFSA, Wealth, Wealth Building, Wealth Planning
Wednesday, January 3, 2018 Taking 2018 Month by Month – A Guide to Prosperity (PART 1) I am a big believer in setting goals and think that every month should be a stepping stone to the greatest goal of all, financial freedom. As 2018 is just beginning, having a set of...
by Joseph Francis | Jan 2, 2018 | Budget Boss, Budgeting, Budgets, Cash Flow, Credit Card Debt, Credit Cards, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Money, Registered Retirement Savings Plan, RRSP, RRSP versus TFSA, Saving, Saving Money, Tax-Free Savings Account, Term Life Insurance, TFSA, Wasteful Spending, Wealth, Wealth Building, Wealth Planning, Whole Life Insurance
Tuesday, January 2, 2018 10 Money Resolutions That Will Make Your 2018 Better Than 2017 Today is the first official day of 2018. January 1st is still part of the previous year because we didn’t work and many of you spent the day hungover. Now we are back at it and let...