It is said that human beings are one of the few species on Earth with the ability to learn from other people’s mistakes and yet are also the least likely to. We can learn valuable lessons from what people do and even more valuable lessons from what they do not do. Following are a few examples from a recent article on wealthmanagement.com….
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Snowbird Seminar
Join us for our first annual Snowbird Seminar at the Buckhorn Community Centre on Thursday, August 21st, 2014 from 9-12:30.
We have put together a group of professionals to provide information and answer questions about various subjects: Travel Insurance; Getting Your Prescriptions in Order; Tips on Converting US $; Buying Property in the US?; US Tax Issues for Canadians – 183 Day Rule.
For more information click here
Canadian Anti-Spam Legislation (CASL)
Worried About Spam – 5 Things to Look For:
- Asks For Sensitive Information
(Personal or Financial) Even banks don’t ask for this stuff! Legitimate banks and companies will never ask for personal or financial information in an electronic message. - Impersonation of Companies or People You Know
Many criminals try to fake the appearance of well-known companies or people that you deal with frequently. Look for the warning signs on this list, even from senders you think you recognize. - Uses Scare Tactics
(For example: Will delete your account if you do not respond) - Asks For Money in Advance
- Seems too Good to Be True
You have won a trip!
Beware of unexpected prizes or offer or money – never send money or give personal information to claim a prize.
Any Commercial Electronic Message (CEM) that markets a product or service is considered SPAM, if it is unsolicited.
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Financial Steps to Take Before You Retire
Retiring from the work force is a big step. It’s more complicated for us than it was for our parents. It is in your best interest to work with a professional financial advisor who can help you with your retirement plan. To get started, here’s some steps to take to prepare for your retirement: Read More 