Geraci Financial Group

Geraci Financial Group Geraci Financial Group is a proud member of Advocis, the Association for Financial Advisors

Geraci Financial Group is obligated to our clients first and foremost. Our ability to research, assess, and make unbiased recommendations is the key to ensuring your satisfaction and confidence in us. We have developed an in-depth familiarity with the major carriers in the industry and the products that they offer. This allows us to ensure that we are providing the highest level of independent adv

ice to our clients. This combined with an intimate knowledge of each client’s specific objectives allows us to set in place plans to protect your business, your family, and yourself. This is how we distinguish ourselves in the marketplace and build long term relationships with satisfied clients.

03/24/2020

“ - Stocks surge. The Dow had its biggest point gain ever on Tuesday. The buying came largely on hopes that US politicians nearing an agreement on a $2 trillion rescue package. TSX up 1,246.26 (11.10%) 12,474 Dow up 2,112 (11.37%) 20,704 S&P up 209 (9.3%) 2,447”

12/13/2019

Here’s a valuable piece I came across on Forbes.com on the subject of Aging Parents in fragile health and the decisions that have to be made for the best outcome.. I wanted to share it as a resource for anyone who may be in this situation with their own parents.

12/13/2019

As we age and our thoughts turn to estate planning, Segregated Funds may present a valuable planning opportunity. As we progress through the stages of life our investment focus changes from growth to income to preservation. Usually, the expected rates of return reduce as we age, primarily because we...

07/30/2019

Here’s an important article I wanted to share from CBC News. It addresses some of the scenarios widows and widowers could face if they continue to be reliant on CPP after the death of a spouse.

06/21/2019

Now that the kids are out of the house, you should be shifting your focus on retirement. Since your money isn’t going towards feeding, clothing, and supporting your children (hopefully), you should be figuring out the best way to maintain your quality of life once you retire.

05/23/2019

When you’re a kid, a few dollars can seem like all the money in the world. It can take weeks, sometimes months, to save up your allowance. When you finally decide to spend it, you might realize that $10 or $20 isn’t as much as it seems.

04/30/2019

Are you tired of paying out of pocket for your medical and dental expenses?

FollowMe H&D is open to everyone over age 45 – ACCEPTANCE GUARANTEED!

Starting May 2nd, everyone over the age of 45 is eligible for Manulife’s FollowMeTM Health & Dental, with No Medical Questions asked. That means everyone can get the high-quality protection they need – including clients who have medical conditions, who have been denied health coverage in the past and who are retired.

04/17/2019

It was hard to know it at the time, but February 26, 2008 has become one of the most significant dates in Canadian investing history. That afternoon, Jim Flaherty, then Minister of Finance, unveiled the Conservative party’s budget and, for the first time, mentioned the Tax-Free Savings Account. On...

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L1N1C4

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