Sudden Wealth Paradox: Managing Your Money When a financial windfall happens – from the sale of a business, the sale of a house or farm, an inheritance, or even lottery winnings – you would think you’d be on easy streets.
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Exit cleanly or stay involved? You’ve spent decades building your business and making it your own. Retirement is on the horizon, and it’s time to think about transitioning your company to a successor.
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Household Cash Flow Illustrator The first step in building a wise financial plan is determining your family's income and expenses. Our calculator tool makes this step easy.
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Email sent from Kyle Moir - kyle@theplanners.ca 4195 Dundas Street West Suite 328 Etobicoke, ON M8X 1Y4 © 2021 Investment Planning Counsel DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |