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GBK Strategic | Blog Archives - Page 2 of 47 - GBK Strategic

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Indexed tax brackets, credits provide 2023 planning opportunities

Posted by Todd Gotlieb in Blog

By: Rudy Mezzetta,  February 2023 Income tax thresholds, credits and benefit amounts are all rising with inflation Higher federal tax bracket thresholds, as well as increased tax credit and benefit amounts, may allow clients to realize significant tax savings in 2023. The federal government’s annual indexation…

Have you ever considered?

Posted by Todd Gotlieb in Blog

By Michael Bronstine What is a Wealth Consultant? A firm that offers a process towards successful investing not just products. It acts as a personal CFO to those with wealth who have accumulated assets but do not spend the time or energy to seek out…

It’s never too late for a financial plan, pros say

Posted by Todd Gotlieb in Blog

 Michael Bronstine While it’s best to start early, you can still benefit from planning at any stage of life For many Canadians, planning for their financial future can be difficult in normal times, much less during a pandemic. A recent study showed, for example, that 39 per…

Do you really have a financial plan?

Posted by Todd Gotlieb in Blog

Michael Bronstine If you think a financial planner only handles your RRSPs or taxes, or that financial planning is the same as investment planning, you are only seeing part of a much bigger picture. In fact, you may be missing out on many of the…

What is Wealth Management and Why Do I Need It?

Posted by Todd Gotlieb in Blog

By Michael Bronstine As many people with significant assets near retirement, they often want to know what is wealth management and what it can offer. Wealth management entails all management functions of a person’s wealth and assets. This includes both financial planning and investment management services. In contrast to other…

UNCOMMON KNOWLEDGE

Posted by Todd Gotlieb in Blog

By Michael Bronstine It is all about diversification Modern Portfolio Theory has an amazingly simple premise when it comes to diversification: Look at your investable assets in their most basic asset class components of cash, equities, and fixed income – while being mindful of your…