The Affolter Financial Group Inc.
Tim Affolter, Debbie Perepolkin, Collin Ludwar, Monique Bogaardt
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Retirement plans changing? Evaluate and pivot
December 18, 2020 • Retirement Planning
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
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Save tax by splitting income with children
December 18, 2020 • Inheritance, Tax Planning
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
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How did you react to market volatility?
December 18, 2020 • Financial Planning
Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio.
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Tapping an RRSP for a home or an education
December 18, 2020 • Lifestyle
The Home Buyers’ Plan and Lifelong Learning Plan allow for tax-free withdrawals from a Registered Retirement Savings Plan (RRSP). Find out if it’s worthwhile financially.
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Turning the Corner
November 25, 2020 • Portfolio Construction, Economic Insights
Christmas is almost upon us, which means we will soon close the book on 2020. It was a tough year for everyone as the COVID-19 pandemic drastically changed our lifestyles. Thankfully, humans are creative and adaptive, and we were able to overcome many challenges.
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Red, Split or Blue?
October 30, 2020 • Portfolio Construction, Economic Insights
Red, split, or blue - three potential outcomes of the next U.S. election, and what they could mean for markets and the economy.
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Where Do We Go from Here?
September 30, 2020 • Portfolio Construction
Following months of uncertainty and drastic responses from governments and markets across the globe, CI Investments’ CI Multi-Asset Management team provides a three-step process on where we go from here.
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Green Shoots
September 22, 2020 • The Big Picture
The spread of the novel coronavirus and the onset of the COVID-19 pandemic set the stage for an unprecedented shuttering of the global economy this year
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Does your group insurance need a boost?
September 16, 2020 • Insurance Planning
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
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Why the money talk matters
September 16, 2020 • Financial Literacy
It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk.
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