by Joseph Francis | Mar 1, 2018 | Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Insurability, Insurance, Investments, Joseph James Francis, Life Insurance, Money, Saving, Saving Money, Term Life Insurance, Wealth, Whole Life Insurance
Thursday, March 1, 2018 Term versus Perm: The Great Insurance Debate On Monday I discussed some common myths surrounding life insurance. I believe that our society is dangerously underinsured in terms of life insurance. As mentioned, I believe everyone should have... 
by Joseph Francis | Jan 4, 2018 | Budget Boss, Budgeting, Budgets, Debt, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Joseph James Francis, Money, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, Saving Money, Tax-Free Savings Account, TFSA, Whole Life Insurance
Thursday, January 4, 2018 Taking 2018 Month by Month – A Guide to Prosperity (PART 2) Yesterday we started a month by month timeline of tasks to focus on each month of 2018. Today we will continue on for the last half of the year starting in July. Let’s get this... 
by Joseph Francis | Oct 26, 2017 | Budget Boss, Budgeting, Budgets, Child Life Insurance, Critical Illness Insurance, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Group Health Insurance, Group Insurance, Insurance, Joseph James Francis, Life Insurance, Term Life Insurance, Whole Life Insurance
Thursday, October 26, 2017 Make it Your Goal to Protect Your Money When it comes to Goal Setting and money, protection often falls near the bottom of the list. We all like the sexy things like growth portfolios, tax efficiency and real estate investing. What if I told... 
by Joseph Francis | Oct 4, 2017 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Government Benefits, Insurance, Investing, Joseph James Francis, Life Insurance, Money, Permanent Life Insurance, Registered Retirement Savings Plan, RRSP, Term Life Insurance, Whole Life Insurance
Wednesday, October 4, 2017 Protecting Your Assets from Health Problems When most of us think of protecting assets we think of warranties. Having worked for Best Buy when I was younger I can assure you that you can put a protection plan on anything, even a $40... 
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... 