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GBK Strategic | Blog Archives - Page 29 of 47 - GBK Strategic

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REDUCE TAX BITE WITH EFFECTIVE ESTATE PLANNING

Posted by Admin1034 in Blog, Uncategorized

Advisors have the opportunity to help small-and-medium-size business clients create estate plans that will minimize the tax payable upon the client’s death, provide for family members and reduce conflict among beneficiaries. An effective estate plan should flow from the plan that the SME client has…

Retirement: Three magic numbers

Posted by Admin1034 in Blog, Uncategorized

How much will you need to retire? Nothing is more frustrating than trying to figure out how much to save for retirement. You know the amount you’ll need to save depends on what kind of retirement lifestyle you want. But how can you decide that…

Learn more about Capital Squared

Posted by Admin1034 in Blog, Uncategorized

We have developed a financial strategy that significantly reduces the cost of funding life insurance coverage.  The strategy known as Capital Squared, is most beneficial for shareholders of private corporations that have investable retained earnings and high net worth individuals with discretionary income. The Capital…

Who is using Capital Squared?

Posted by Admin1034 in Blog, Uncategorized

Any individual or Corporation that currently is in the market for permanent life insurance coverage. Sildenafil citrate belongs to family called phosphodiesterease-5 see here order generic cialis blocker. Merck & Co. are the manufacturers of this drug have assured the user to enjoy an free…

Why Capital Squared?

Posted by Admin1034 in Blog, Uncategorized

Because it is like having your cake and eating too! So many meetings, so many difficult decisions, and so many times our clients failed to take advantage of insurance.  Time after time we would hear, “I could do much better on my own without the insurance”….

Life insurance tips for the wealthy

Posted by Admin1034 in Blog, Uncategorized

What are some of the key ways in which life insurance enables HNW financial planning strategies?   Typically, life insurance is used by Canadians to provide an estate or to replace the loss of income that occurs upon death so that their families are taken…

Charities and Life Insurance

Posted by Admin1034 in Blog, Uncategorized

Introduction In this Tax Topic, we look at the basic rules relating to charitable giving through life insurance and in particular, the methods of gifting life insurance. There are three main methods by which a donor can gift life insurance to a charity. First, the…

Retirement

Posted by Admin1034 in Blog, Uncategorized

In theory, this should be an ongoing process and the last 5 years before ‘pulling the pin’ should merely be refining your existing plan rather than starting from scratch.  Of course, life doesn’t always work that way and the adage “better late than never” is quite…