CorePlan Financial Inc. – Page 15 – CorePlan Financial Inc.

About CorePlan Financial Inc.

This author has yet to write their bio.
Meanwhile lets just say that we are proud CorePlan Financial Inc. contributed a whooping 160 entries.

Entries by CorePlan Financial Inc.

2019 Federal Budget

March 21, 2019 in 2019 Only, blog, Business Owners, corporate, disability, Individuals, Investment, pension plan, Retirees, tax /by CorePlan Financial Inc.

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

Why You Should Consider Critical Illness Insurance

March 1, 2019 in blog, Critical Illness /by CorePlan Financial Inc.

There are no perfect answers in the area of your personal finances, but if you are looking for an option that has the potential to offer you a real sense of peace of mind to secure the financial future of you and your family, critical illness insurance is certainly an interesting avenue to explore.

BC Budget 2019

February 22, 2019 in blog, Family /by CorePlan Financial Inc.

BC Finance Minister Carole James delivered the province’s 2019 budget update on February 19, 2019. The budget anticipates a surplus of $274 million for the current year, $287 million for 2020 and $585 million in 2021.
The biggest announcements are:
● BC Child Opportunity Benefit
● Interest Free Student Loans

RRSP Tax Savings deadline – March 1, 2019

February 22, 2019 in blog, Family, Individuals, Investment, Retirees, RRSP /by CorePlan Financial Inc.

If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!

Comparing TFSA’s and RRSP’s – 2019

February 1, 2019 in blog, Family, Individuals, Investment, Retirees, RRSP, tax, Tax Free Savings Account /by CorePlan Financial Inc.

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. Let’s take a look at their key features

RRSP Deposit vs. Mortgage Repayment

January 1, 2019 in blog, Family, Individuals, Investment, mortgage, Retirees, RRSP, tax /by CorePlan Financial Inc.

Determining whether to contribute to an RRSP or pay down a mortgage has always been a great debate, for each have their advantages.

2019 Financial Calendar

January 1, 2019 in blog, Business Owners, corporate, Individuals, Investment, RRSP, tax, Tax Free Savings Account /by CorePlan Financial Inc.

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!

Tax Planning Tips for End of 2018

November 30, 2018 in blog, Family, RRSP /by CorePlan Financial Inc.

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

The Benefits of Consolidation

November 1, 2018 in blog, Business Owners, Financial, Non-Registered Investments, Retirement Savings /by CorePlan Financial Inc.

When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

Paying for Education

October 1, 2018 in blog, education, RESP /by CorePlan Financial Inc.

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind.