Blog Posts

Wishing you a very Happy New Years from all of us at Atherton Financial

Whether you give time, money or skills, using a strategy will make it count Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan? Whether your motivation is spiritual, personal or altruistic, you can make a greater impact by incorporating strategic giving into your budget and financial plan. Strategic giving means careful selection of a charity, then planning how you’ll make your contribution.

Managing your money can be difficult, particularly when you’re young. These articles can help you establish useful saving strategies.

The big picture On March 19, 2019, the federal government tabled its budget, entitled Investing in the Middle Class. The big themes in this pre-election budget were making home ownership more affordable and investments in skills training. There were also a number of tax-related and other items that may be of interest to financial advisors and their clients. Selected items are noted below.

Market swings can be unnerving when it comes to your money. And when you’re worried, you want to take action. Instead of being worried, the best course of action is to be prepared.

These days, there are many different types of insurance designed to protect one of your biggest assets: Yourself. There’s life insurance, health insurance, long-term care insurance—some celebrities even protect specific parts of their body against the possibility of injury.

Our Team would like to thank you for a great year. Merry Christmas and Happy New Year! Our office is open today Friday December 20th until 1pm and then we will be closed until the new year for Holidays, We will reopen on Monday January 7th at 9:00am. Thank you and all the best. See you next year!

Holidays need not mean expensive gifts. This guide will help make your giving more meaningful.

Are you maximizing your RRSP and TFSA and looking for additional ways to continue tax-deferred investing?

When you’re shopping for a mortgage, many lending institutions offer you mortgage insurance as well.