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 7, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Insurance, Joseph James Francis, Life Insurance, Retirement, Saving, Term Life Insurance, Whole Life Insurance
Tuesday, November 7, 2017 Boomers Feeling the Pinch: 5 Tips for The Sandwich Generation Over the past 20 or so years a new phenomenon developed. As life expectancies grew longer and longer, children are often called upon to look after their parents. Couple this with... 
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 | Nov 3, 2017 | Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Joseph James Francis, Millennials, Minimalism, Saving, Saving Money, Tax-Free Savings Account
Friday, November 3, 2017 The Situation for Millennials: Good and Bad This week at Budget Boss has been all about Millennials and what they should be thinking about in terms of their finances. One thing I have encountered with many young people is a dismal view of... 