Blog
The Power of Attitude…
“Success or failure in life is determined more by mental attitudes than by mental capacities.” – Sir Walter Scott This month I wanted to share something different with you… “The Magic Word” – Attitude. The older I get, the more experiences I have, the more I...
Five Important Questions
“If the nobility in your family has to start with you, then there are some things you need to do for yourself and your family” Jim Ruta In working with hundreds of families over the last 24 years, I have discovered that there are 5 top needs or concerns every family...
You May Be Surprised To Know…
Buying Life Insurance Just Got Easier! You can obtain up to $500,000 of life insurance with NO MEDICAL and the first month is FREE. So many “little things” can make buying life insurance a real hassle or impossible – but it does have to be like that. I have been...
The Ideal Financial Security Portfolio for Families
Protecting your family’s lifestyle and their financial future is simpler and easier than you may think. You only have to know the shortcuts and take them before it’s too late. We created “The Ideal Financial Security Portfolio for Families” for this purpose. It...
Helping You Think Better About Your Money
Most people need money in the bank – before they need financial planning. Jim Ruta’s World’s Shortest Financial Planning Course Accumulate money the old fashioned way… SAVE IT UP…Learn to live on 80% of your Net Income…keep 20% in reserve. So many of us get involved...
Family Emergency Funding Strategies…
There are many possible emergency needs a family can experience. From my experience, these are the major ones most people consider. Your situation may require secondary care. “Pay Cheque Protection” – By using a carefully selected amount of income replacement...
Preparing for the Unexpected…
What expenses do you want to stop worrying about while you recover? No one expects a Life Altering Illness… yet one can affect any of us, anytime. Often, it happens when we can least afford it. Critical Illness Insurance is a lifestyle protection product that gives...
Are Your Affairs In Order?
Here’s the bottom line – It’s Clear & Simple: When the time comes, knowing where to go for vital information should not be left to chance. Spend a little time now and save a lot of anguish, time and money later. This is the most unselfish element of estate...
Your 60 Second Check-up
Times change. People change. Your financial plans need to also. If you answer “Yes” to any of these questions, you need to make sure your financial program still lines up with your needs. Have you moved? Have you changed jobs or occupation? Has your spouse changed...
What’s in your Reserve?
I would like to share one idea with you today As a primary financial care advisor, I have had many reminders of the importance of what I do and one of them is a reminder of how life can change in an instant. Let's be a little interactive. For example, tell me what you...
