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6 Insurance Policies Self-Employed Professionals Should Consider

Being self-employed has its perks. You have a flexible schedule, control your own income potential and make decisions based on your own self-interests. But, when it comes to being insured, that’s where being self-employed can be a little tricky. Working for an employer usually allows you to be a part of a group insurance plan that covers you and your family for a variety of insurance products. If you decide to take the self-employed route, you will usually be cut off from these group ...
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Weekly Personal Finance Round For April 17th 2015

This week at LSM Insurance, adding to our life insurance experts roundup, we interviewed the principal of Aleph Investments, David Merkel. Chantal also guest posted at Jonathan Chevreau's blog Findependence Hub. Her article tackled the topic of when you should buy life annuities. Our other article for this week included10 financial planning designations that you need to know about. We noticed a lot of great articles this week that asked us questions and made us face ...
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10 Financial Planner Designations You Need To Know About

***UPDATE: A previous version of this post incorrectly covered the U.S. version of the R.F.P. designation (administered by the RFPI). The updates below reflect the Canadian R.F.P. designation (administered by the IAFP). *** The financial services industry is home to countless advisor designations, which can confuse financial advisors and their clients alike.The same relates to insurance industry and people who are allowed to sell you life insurance. The process required to earn each ...
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Life Insurance The Experts Own – David Merkel, Principal of Aleph Investments

David Merkel Principal of Aleph Investments, LLC 1. What Type of Life Insurance do you own? I don’t own life insurance. My assets grew to the point where I don’t need it, but not to the point where I need to shelter assets from the tax man. Should my assets double or more from here, I will buy some form of life insurance in order to eliminate tax on my estate. There are only two good reasons for buying life insurance: protection and reducing taxes. Other reasons for owning life ...
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Weekly Personal Finance Roundup For April 10th 2015

This week at LSM Insurance we interviewed Canadian personal finance authorities about books they are reading and their recommendations. On Wednesday night we attended Retire Rich 2015 hosted by MoneySense. At the event, we learned about what it really takes to be able to retire from Bruce Sellery, Duncan Hood, Preet Banerjee and Dan Bortolotti. In this week's personal finance roundup we share articles that will help you find employment, inform you on CMHC premiums and give you a money ...
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Money Sense Retire Rich 2015 Recap

Last year,MoneySensehosted an event to inform people on how to generate savings for retirement. You can read the recap ofRetire Rich 2014with guest speakersBruce Sellery, Duncan Hood, Malcolm Hamilton and Dan Bortolotti. This year, we were able to make it to Retire Rich 2015 in Oakville. The returning guest speakers were Bruce Sellery, Duncan Hood, Dan Bortolotti and there was new appearance from Preet Banerjee. The event was informative and offered many key ...
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What Books Do The Top Personal Finance Authorities Read?

Barry Choi Blogger - Money We Have What Personal Finance Books Are You Currently Reading? The most recent personal finance books I have read were The Value of Simple by John Robertson. From All Of The Books You've Read, Which Ones Are Your Favourite? I recommend all Canadians readStop Over-Thinking Your Money! The Five Simple Rules of Financial Success by Preet Banerjee and Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew ...
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Weekly Personal Finance Roundup For April 3rd 2015

Happy long weekend everyone. I trust you are enjoying your day off today. This week we put together an infographic about mortgage life insurance vs individual life insurance. Then we wrote an article on 10 life insurance tips from 10 personal finance experts.We were able to roundup experts such as Ellen Roseman, Barry Choi, Bruce Sellery and many others. Now on to our roundup of articles for your weekend reading. The articles included in our weekly roundup includes a reflection of ...
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Top 10 Life Insurance Tips From 10 Personal Finance Experts

If you are thinking about applying for a life insurance policy, there are a lot of options out there. If you want to make an informed decision, research what you can and then talk to a financial planner or life insurance broker. To give you a basic idea of the various schools-of-thought when it comes to life insurance, here are some valuable tips from 10 real personal finance experts. No joke! 1. Don’t Avoid Buying Life Insurance The first step to getting the right life insurance ...
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Weekly Personal Finance Roundup March 27th 2015

This week, we interviewed the founder of Canadian Legacy Builder, Kevin Cahill, about the importance on critical illness insurance in our experts roundup series. We announced that we will be hosting a BBQ for Youth Without Shelter this summer. The event take place on June 11th from 4 p.m. to 7 p.m. For more information about the BBQ check out our announcement post here. Lastly, Chantal Marr wrote an article in Forum Magazine all about kids and insurance. Below are articles I ...
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