Isaac's blog | Compass Wealth Partners

Isaac's blog

Cybersecurity Essentials To Better Protect Your Money

The internet is an efficient way for you to stay connected with family and friends. On the flipside, like any public environment, you need to be aware and cautious.  Fraudsters and scammers have particularly been active at trying to trick unsuspecting victims during the Covid-19 pandemic. Just as locks on your doors can help you secure your home and belongings, there are steps you can take to safeguard your computer and personal information.

Helping children build their money skills through hands-on learning

Financial literacy is increasingly being recognized as a necessary life skill. After all, fluency in the language of finance can help pave the way to greater economic security, especially when proficiency is learned early on. That’s why core curriculum for children as young as elementary-school age now includes financial education alongside other basics like reading and math. Nevertheless, one of the best places to learn about money continues to be at home.

Why work forever? A smart path to an earlier retirement.

Have you ever given much thought about retirement?  If so, do you know what steps you have to take to get there? 

Truth is, many Canadians are waiting until it’s too late to properly prepare for retirement.  Are you going to let that be you or would you be willing to take a series of small, manageable steps to put yourself in a better financial position?  You may even be able to retire earlier than you initially thought.

4 “MUST-HAVE” THINGS YOU NEED TO SELL YOUR BUSINESS FOR TOP DOLLAR

According to a survey conducted by the Canadian Federation of Independent Business in May 2018, nearly three quarters of Canadian business owners plan to exit their business within the next 10 years.  This is a staggering statistic and should provide all business owners the impetus to think more strategically about their future business goals and objectives. [1]

CANADA’S NEW PASSIVE INCOME RULES: TAKE AN AX TO THE TAX

As a successful business owner, you know just how difficult it can be to turn on the lights in the morning and carry on your business with consistent success. Each day, you are faced with important decisions which can impact the success or failure of your business. Here are some practical tips for how you can combat the new passive investment income rules passed by the Federal government in 2018.

HOW MUCH MONEY DO I NEED TO RETIRE

DO I HAVE ENOUGH MONEY TO RETIRE COMFORTABLY?

5 STEPS TO HELP YOU WORRY LESS ABOUT RETIREMENT

There are a lot of things on people’s minds these days.  Whether it’s the current state of our public institutions, fear over the economy or just simple day-to-day issues like the affordability of food and shelter, Canadians are walking around with a lot of worries. 

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