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Archive for category: Starting your career

You are here: Home1 / Blog2 / Starting your career

CBC Marketplace: In Denial

July 5, 2015/in Business Owners, Families, Growing Families, Insurance, Maturing Families, Starting your career /by Bryan Wilson

https://assurancewilson.com/wp-content/uploads/2015/07/CBC-e1437030414698.jpg 365 300 Bryan Wilson https://assurancewilson.com/wp-content/uploads/2016/02/wilsonLogoWhiteBackground.jpg Bryan Wilson2015-07-05 15:42:422016-01-14 06:14:21CBC Marketplace: In Denial

Life Stages

  • RetireesAugust 13, 2015 - 1:55 pm

    Who:
    Age 65 and over
    Increased net worth
    No longer working or working part time

    Priorities:
    Mortgage is paid off
    Little to no debt
    Review pension arrangements
    Staying on budget
    Living off savings
    Reducing income tax
    Taking care of “What-Ifs”
    Make a will
    Consider power of attorneys
    Making sure health insurance is adequate
    Estate Planning

  • Preparing for RetirementAugust 13, 2015 - 6:42 am

    Who:
    Age 55 to 64
    Preparing for retirement
    May have adult children
    Increased net worth

    Priorities:
    Almost done paying mortgage
    Little to no debt
    Retirement savings is top priority
    Staying on budget
    Reducing income tax
    Taking care of “What-Ifs”
    Make a will
    Consider power of attorneys
    Making sure health insurance is adequate

  • Maturing FamiliesAugust 13, 2015 - 6:04 am

    Who:
    Age 45 to 54
    Established in career
    May have older children
    May be in peak earning years

    Priorities:
    Paying off mortgage
    Reduce all debts
    Saving for retirement
    Staying on budget
    Reducing income tax
    Taking care of “What-Ifs”
    Make a will
    Consider power of attorneys

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Tel: (705) 362-5888

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Email: BWilson@AssuranceWilson.com

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15 9th Street, P.O. Box 3153 Hearst, ON P0L 1N0

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About Wilson Insurance and Financial Strategies

Working both with business owners and the family market are the main focus of my business. I provide defensive strategies that protects the financial health of businesses and families in the tragic events of death, disability and illness. In addition, I provide offensive strategies that helps business owners pay less tax as well as simple but yet powerful methods of extracting money out of corporations tax efficiently. Furthermore, I provide business owners and families with easy planning methods that help them understand how much money they need to retire with confidence and knowing they will have enough to fund their retirement goals.

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