by Joseph Francis | Dec 7, 2017 | Budget Boss, Budgeting, Budgets, Child Life Insurance, Critical Illness Insurance, Disability Insurance, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Insurability, Insurance, Joseph James Francis, Life Insurance, Term Life Insurance, Wealth, Whole Life Insurance
Thursday, December 7, 2017 You Think Insurance is a Waste of Money? 5 Reasons Why You Are Wrong! One of the things I often hear from clients is that if you don’t use your insurance you are wasting your money. While there are many types of insurance, some being a total... 
by Joseph Francis | Oct 5, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Disability Insurance, Disability Tax Credit, DTC, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Investing, Joseph James Francis, Money, Money Mentor, Registered Disability Savings Plan, Saving, Saving Money, Tax Effieciency, Wealth, Wealth Building, Wealth Planning
Thursday, October 5, 2017 The Disability Tax Credit and the Registered Disability Savings Plan For the most part, bad health gets you nothing but heartache and despair. Having bad health makes working tougher, saving money tougher and buying insurance much tougher.... 
by Joseph Francis | Oct 4, 2017 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Government Benefits, Insurance, Investing, Joseph James Francis, Life Insurance, Money, Permanent Life Insurance, Registered Retirement Savings Plan, RRSP, Term Life Insurance, Whole Life Insurance
Wednesday, October 4, 2017 Protecting Your Assets from Health Problems When most of us think of protecting assets we think of warranties. Having worked for Best Buy when I was younger I can assure you that you can put a protection plan on anything, even a $40... 
by Joseph Francis | Aug 29, 2017 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, Fiduciary, Finances, Financial Advisor, Financial Empowerment, Financial Independece, Financial Plan, Financial Planner, Insurance, Joseph James Francis, Life Insurance, Power of Attorney, Term Life Insurance, Trustee, Whole Life Insurance, Wills
Tuesday Tip of the Week: August 29, 2017 Making Sure Your Wishes are Followed: Wills, POA’s and Trustees We all want to leave a lasting legacy. We want to make sure that the ones we love are taken care of should the unexpected happen to us. I speak about this a lot in... 
by Joseph Francis | Aug 24, 2017 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, Fiduciary, Finances, Financial Advisor, Financial Plan, Financial Planner, Insurability, Insurance, Joseph James Francis, Life Insurance, Money, Term Life Insurance, Whole Life Insurance
Thursday Trim the Trash Time: August 24, 2017 Your Insurance Advisor should care about you…Period There are many aspects of the financial industry that are tangible and exciting. Saving and investing your money is fun because you get to watch it grow. Buying a... by Joseph Francis | Jul 14, 2017 | Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, Group Insurance, Investments, Life Insurance, Small Business
Recapping this week in Budget Boss: Small Business Week here at Budget Boss: 1) Checklist for Starting a Small business: 7 tips for getting started 2) Insurance and Investing for Small Business: 5 areas that need to be addressed 3) Buying Local: Why you buy local and... 