Is Estate Planning Only for the Rich?

Jul 09, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning...

What is an Annuity and How Does It Guarantee Income?

Jun 05, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of...

About Donald Turnbull

May 09, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

Your retirement is too important to leave to chance – make sure you get the golden years that your hard work has earned you...

How to Double Your Money

Apr 10, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

People often ask us, “How long will it take to double my money? You can find the answer with the rule of 72. ...

Don’t all advisors offer Cash Flow Planning?

Mar 06, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

We wish the answer to this question was a resounding yes….unfortunately that is simply not the case. Only advisors who’ve sought out additional education...

Do I have to follow a budget if I get a Cash Flow Plan?

Feb 13, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

Do you have to follow a budget if you get a Cash Flow Plan? No. A budget is basically the opposite of a Cash...

Is there a fee for a Cash Flow Plan?

Jan 24, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

Cash Flow Plans are often worth hundreds of thousands of dollars and many Certified Cash Flow Specialists™ charge a fee for this work. At...

What is a Certified Cash Flow Specialist™?

Jan 09, 2018 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

As financial services professionals, we want to help you get more life from the money you already have. That’s why Cash Flow Planning is...

How do I prepare for a Cash Flow Planning appointment?

Dec 19, 2017 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

To prepare for your Cash Flow Planning appointment, you’ll connect with our office to book a FREE phone consult. This phone call takes as...

What’s the difference between a Cash Flow Plan and a Budget?

Dec 05, 2017 (0) comment Canada, Canadian Financial Advisor, Cash Flow, Certified Cash Flow Specialist, Certified Cash Flow Specialist Pickering, Financial Adviser Canada, Financial Advisor, Financial Advisor Pickering, Investment Advisor, Investment Advisor Durham Region, Life Insurance Advisor, Life Insurance Advisor Durham Region, Ontario, Pickering

What is the difference between a Cash Flow Plan and a budget? Budgeting is about deducting total expenses from income and trying to work...

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