by Rockmoor Wealth | Oct 1, 2021 | Blog, Life Insurance
When should I buy life insurance?Life insurance can benefit you no matter what stage of life you’re at. It’s never too soon or too late to buy life insurance. Not only will it give you peace of mind, but it will also provide your loved ones with financial support...
by Rockmoor Wealth | Sep 1, 2021 | Blog, Estate Planning, tax
In 2015, CIBC conducted a poll to see how many Canadian business owners had a business transition plan. Almost half of them didn’t have one.No business owner likes to think about handing over their business they’ve built from the ground up. But the fact of...
by angelina | Aug 10, 2021 | Asset Allocation, Blog, investment, Investment Planning
When the market is going up, investors frequently develop unrealistic expectations about what kind of long-term yields they can expect from their investments. Before the stock market crash in 2008, investors often saw returns of 15 to 20 percent, and they thought...
by Rockmoor Wealth | Aug 9, 2021 | Asset Allocation, Blog, investment, Investment Planning
You’ve likely heard of online services that offer DIY investing where technology and algorithms make all the decisions. And you may have wondered – is it worth hiring a financial advisor when you can save on fees with a DIY approach? We’ll explain the primary...
by Rockmoor Wealth | Aug 8, 2021 | 2021, Blog, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
by angelina | Aug 2, 2021 | Blog, Business Owners
Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now. Although the...
