Month: July 2018

Financial Planning for Beginners

Posted on July 16, 2018 by Clayton Wiest

After losing her husband Greg, Sara Bailey created TheWidow.net to support her fellow widows and widowers. She is also the author of the upcoming book Hope and Help After Loss: A Guide For Newly Widowed Parents. Written by: Sara Bailey One of the greatest joys in life, without a doubt, is having a family. However, … Continued

The benefits of using a corporately owned insurance policy under the new passive investment income rules…

Posted on July 10, 2018 by Clayton Wiest

As we discussed earlier, the Federal budget in February of 2018 introduced new rules on how passive investment income inside a corporation is taxed and viewed. Passive investment income has always been taxed at a very high rate, which made it important to be clear on how your corporate cash surplus was invested or saved. … Continued