by Joseph Francis | Feb 23, 2018 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Disability Insurance, 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, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Long Term Investing, Money, Registered Retirement Savings Plan, RRSP, Saving, Saving Money, Tax-Free Savings Account, Term Life Insurance, Wealth, Wealth Building, Wealth Planning, Whole Life Insurance
Friday, February 23, 2018 5 Must Have’s for Family Financial Planning Getting all your financial ducks in a row is not always easy, especially when you have children. Kids take up a lot of your time and of course a lot of your money. When they are growing up it can be... 
by Joseph Francis | Feb 14, 2018 | Budget Boss, Budgeting, Budgets, Dave Ramsey, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurability, Insurance, Investing, Investment Strategy, Joseph James Francis, Life Insurance, Long Term Investing, Money, Mortgages, Retirement, Retirement Planning, Saving, Saving for a Down Payment, Saving Money, Tax-Free Savings Account, TFSA, Wealth, Wealth Building, Wealth Planning, Whole Life Insurance
Wednesday, February 14, 2018 Ways to Show Your Partner You Really Care Happy Valentine’s Day to all the hopelessly in love couples out there. For all the single people and couples who given up on this commercial holiday, Happy Wednesday. When a day like today arrives... 
by Joseph Francis | Jan 4, 2018 | Budget Boss, Budgeting, Budgets, Debt, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Joseph James Francis, Money, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, Saving Money, Tax-Free Savings Account, TFSA, Whole Life Insurance
Thursday, January 4, 2018 Taking 2018 Month by Month – A Guide to Prosperity (PART 2) Yesterday we started a month by month timeline of tasks to focus on each month of 2018. Today we will continue on for the last half of the year starting in July. Let’s get this... 
by Joseph Francis | Jan 2, 2018 | Budget Boss, Budgeting, Budgets, Cash Flow, Credit Card Debt, Credit Cards, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Money, Registered Retirement Savings Plan, RRSP, RRSP versus TFSA, Saving, Saving Money, Tax-Free Savings Account, Term Life Insurance, TFSA, Wasteful Spending, Wealth, Wealth Building, Wealth Planning, Whole Life Insurance
Tuesday, January 2, 2018 10 Money Resolutions That Will Make Your 2018 Better Than 2017 Today is the first official day of 2018. January 1st is still part of the previous year because we didn’t work and many of you spent the day hungover. Now we are back at it and let... 
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 | Nov 9, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Estate Planning, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Inheritances, Insurance, Investing, Investment Strategy, Joseph James Francis, Retirement, Saving, Tax Effieciency, Wealth Planning, Whole Life Insurance
Thursday, November 9, 2017 Straight Talk on Inheritances Money is always a touchy subject. It gets even more touchy when the topic of death and money comes up. Baby Boomers have put their work ethic into overdrive their whole lives and many of them will be retiring... 