The Binnacle Financial Team, Inc

05/28/2024

First, you determine the goals you want to meet, and when. Are you saving for retirement, a child’s education, a vacation, or a new car? Map out your goals, when you hope to achieve them, and how much they will cost.

Figuring out first how much you need to save and invest to reach financial goals is remarkably effective

04/16/2024

Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could provide relief for your family.

Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could provide relief for your family.

03/19/2024

A little more patience - could be end of Q2 and we will see reductions? Time will tell...

Federal Reserve officials are expected to play it safe when they meet this week

02/22/2024

We look to have the conversation with all clients - "Do you have an updated Will?" - it can make a big difference when the time comes to deal with your personal (and business) affairs on passing - we can refer you to a lawyer - let's talk.

Financial planner speaks out on gaps in clients’ financial-planning picture, and why wills are non-negotiable even for simple cases

02/16/2024

Great team! we miss working with all of you!

Whether you’re new to our Advocis community or you’ve been a Member for a while and want to learn more about getting involved with Advocis… join us next week for the February edition of Welcome Wednesdays! 🙌🫶

We’ll be joined by: Leslie Carpenter, Chair of Advocis’ Chapter Leadership Council and TFAAC Board Member, Abhi Sharma, CLC Member and Past President of Advocis Peel-Halton, and long-time Advocis Member and current Board Member with our Advocis Windsor Chapter, Tony Nader! 💯

For this coming session, we’ll be talking about all things Member Perks, including how to secure Member discounted pricing for events, upcoming education opportunities, marketing support offered from Advocis, and how your local Chapter can support you! Our TFAAC, CLC & Chapter leaders will also share some words of wisdom, and their best recommendations for navigating your professional journey with Advocis. ✨

Register here: https://bit.ly/3ssl3Cz

02/16/2024

Interesting article. And a statement that makes sense to us to what is to come….

High interest rates, mass layoffs and recent decline in retail spending point to troubles ahead, according to economic insiders.

02/08/2024

Having the hard conversations about money topics is important for all age groups, family communication early on can save a great deal of chaos and confusion later. See our recent Blog post - have you sat down with your children?

How adult kids can start talking to their parents about wealth transfers By Admin   2024/02/08 Having the hard conversations about money topics is important for all age groups, family communication early on can save a great deal of chaos and confusion later. Read More

01/11/2024

Have you noticed that it's harder to maintain old relationships or find new ones as you get older? Be reassured, you're not alone, says Debra Waters https://ow.ly/HKnn50Qq4KH

11/28/2023

Black Friday unofficially launches retailers into the holiday shopping season, but this year the affordability crisis is ramping up pressure on shoppers and business owners. Many stores started rolling out markdowns well before Black Friday in an effort to draw shoppers who might be spreading out their spending on limited budgets.

Black Friday unofficially launches retailers into the holiday shopping season, but this year the affordability crisis is ramping up pressure on shoppers and business owners. Many stores started rolling out markdowns well before Black Friday in an effort to draw shoppers who might be spreading out th...

11/20/2023

Experts say that earlier is better for lining up an insurance policy, and starting a family is often the trigger for making the move.

Experts say that earlier is better for lining up an insurance policy, and starting a family is often the trigger for making the move.

11/20/2023

We don’t need to wait until it’s back to 2 per cent,” says BoC governor Tiff Macklem, in a reversal from long-standing messaging.

“We don’t need to wait until it’s back to 2 per cent,” says BoC governor Tiff Macklem, in a reversal from long-standing messaging.

11/17/2023

Alarmingly, there are no signs of this trend slowing down. The Hunger Count, released last month by Food Bank Canada, revealed that over two million Canadians are now reliant on food banks. While some have pointed fingers at Ottawa, provinces, or grocers ... https://ow.ly/EOe550Q8LlN