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Category: Family

Preparing Your Heirs for Wealth

October 1, 2020blog, Estate Planning, Family, financial advice, financial planningDenis Bugeja

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately, this way of thinking can leave your beneficiaries in a decision-making vacuum: an unnecessary predicament which can be avoided by facing your own mortality and creating a plan.

Avoiding the subject of your own mortality can also be an extremely costly to those you leave behind.

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Juvenile Critical Illness with Return of Premium – Protection if you need it. A refund if you don’t.

September 1, 2020blog, Critical Illness Insurance, FamilyDenis Bugeja

Most of us have experienced or known someone whose family has been greatly impacted by a parent being diagnosed with a life-threatening disease or condition. But what about when it happens to children?

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Protecting Your Family

January 1, 2020blog, Estate Planning, Family, health benefits, Life InsuranceDenis Bugeja

Let’s face it, raising a family today can be financially challenging. The cost of living continues to increase, housing costs are rising along with education and extra-curricular activities for our children. It is tough to make ends meet and still have something left over at the end of each month.

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Basic Planning for Young Families

October 30, 2019blog, disability, Family, Individuals, Life Insurance, RRSP, Tax Free Savings AccountDenis Bugeja

As a young family, you will be facing a lot of new challenges that you may or may not be prepared for along the way. Whether it’s children, a mortgage, or unexpected expenses that come up, now is the perfect time to start thinking about all the potential pitfalls that may arise.

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The Importance of Critical Illness Insurance in Retirement Planning

August 1, 2018Family, RetireesDenis Bugeja

There are a number of obstacles that could potentially de-rail a comfortable retirement. These include marriage breakdown, a stock market crash, and being sued. Another huge obstacle would be the diagnosis of a life threatening critical illness affecting you or your spouse. While it might be difficult to insulate yourself against some of the threats to retirement security, Critical Illness insurance goes a long way to mitigate the financial disaster that could result from a change in health as we approach retirement.

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SIX IMPORTANT REASONS TO HAVE A WILL

July 1, 2018blog, Estate Planning, Family, IndividualsDenis Bugeja

It has been said that a Will is the last message you will leave your family. Having a Will can provide clear direction as to what your wishes are and who will get what. Die without a Will (known as dying intestate) and chaos will likely be the result. Having a Will allows you to provide for certainty instead of chaos.

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Ontario Budget 2018

April 3, 2018blog, Business Owners, corporate, dental benefits, Estate Planning, Family, group benefits, Individuals, Investment, Retirees, TaxDenis Bugeja

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

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2018 Federal Budget Highlights for Families

March 4, 2018blog, disability, Family, Individuals, Investment, TaxDenis Bugeja

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

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RRSP Deadline is March 1, 2018. How much tax can you save?

January 27, 2018blog, Family, Individuals, Investment, RRSP, TaxDenis Bugeja

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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Recent Posts

  • Stop Living Paycheque to Paycheque and Start Living
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 5 Top Financial Planning Strategies For Small Business Owners
  • Impact of Recent Events On Your Estate Plan

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Contact Us

DPB Insurance and Financial Services

305 Lakeshore Road E, Suite 3
Oakville, ON
L6J 1J3
Phone: 905.829.3019
Toll free: 1.866.811.2711
Fax: 905.829.3088
Email: denis@dpbinsurance.com

Recent Articles

  • Stop Living Paycheque to Paycheque and Start Living
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 5 Top Financial Planning Strategies For Small Business Owners
  • Impact of Recent Events On Your Estate Plan

About

Established in 1992, our boutique style company is based on the relationships we form with you-our clients. With your input, we can create your very own customized products. Insurance can be a very daunting task, that’s why we work on your behalf to find the best insurance plan and financial options. At DPB we believe that our success lies in meeting and anticipating our clients’ needs while providing financial security and peace of mind in knowing that no matter what happens, you and your loved ones will be taken care of.
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