Retirement Planning and Your Financial Future

Merry Christmas – Client CD Song List 2009

We hope you are enjoying the Christmas Classics on this years CD.

It’s Beginning To Look Like Christmas – Bing Crosby

Sleigh Ride – The Carpenters

Santa Claus Is Coming to Town – Harry Connick Jr.

Winter Wonderland – Aretha Frankin

Baby it’s Cold Outside – Anne Murray and Michael Buble

O Come All Ye Faithful – Charlotte Church

Let It Snow [...]

Posted at 8:35 am on December 15, 2009 | leave a comment | Filed Under: Christmas Song List | read on

Term life or permanent insurance — which is best for you?

What’s the best life insurance to buy? The simple answer is: it depends on your short- and longer-term needs and preferences for flexibility and risk.

There are two kinds of life insurance – term life insurance and permanent insurance. They are two very different kinds of protection that satisfy very different life insurance needs.

Term (which covers [...]

Posted at 8:05 am on December 15, 2009 | leave a comment | Filed Under: Tips on estate planning | Tagged: comparing insurance products, life insurance, life insurance needs, term vs. permanent insurance | read on

About

I am an independent advisor providing insurance and investment products ideally suited to your immediate and long-term financial needs. My goal is to assist you in determining the ideal financial plan for your particular circumstances.

Many companies will offer you advice on which investments are best suited to your needs. Your investments, RRSPs, estate taxes, income taxes, education funds, disability income, critical illness protection and life insurance are just some of the other complex aspects of your total financial picture.

I know that this “Financial Picture” is your future and understanding what you need to secure your future is what I can help you do.

trent@boswick.org Contact Me