by TallKirk | Jun 26, 2023 | Quick Reads
Transferring your investment accounts is likely easier than you think. When we start working with new clients, they’re often anxious or worried about who they’re going to have to talk to at their bank or wherever. And they’re often pleasantly surprised to learn that...
by TallKirk | Jun 23, 2023 | Quick Reads
At Tallkirk Financial Group, we put a lot of emphasis on building a long-term relationship with the people we work with. That’s because financial planning is an ongoing process. As your life changes, your financial plan will too. It’s not a one-and-done kind of thing....
by TallKirk | Jun 21, 2023 | Quick Reads
One of the worst financial practices that’s still super common is selling creditor insurance or balance protection to people when they’re getting some form of debt, like a credit card, line of credit or mortgage. Often these products are sold during the application...
by TallKirk | Jun 16, 2023 | Quick Reads
One of the biggest misconceptions about rich people is that they got rich by beating the market or by having some special access to investments with sky-high returns. In reality, that’s almost never the case. Many of the investment vehicles wealthy people have access...
by TallKirk | Jun 13, 2023 | Quick Reads
Over the next 80 years, if all goes well, I’m going to turn a $60,000 investment into $4 million for my future grandchildren. How? I took out two whole life insurance policies on my twins. I’ll pay $3k each year ($1.5k each) for the next twenty years for a total...
by TallKirk | Jun 11, 2023 | Quick Reads
Most people are not making the most of their Tax Free Savings Account (TFSA). Part of the problem is the name. It’s not a savings account. It’s an investment account and it should be used like one. Yet, a BMO study from last year found that: * 37% of Canadians don’t...
