by Joseph Francis | Nov 7, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Insurance, Joseph James Francis, Life Insurance, Retirement, Saving, Term Life Insurance, Whole Life Insurance
Tuesday, November 7, 2017 Boomers Feeling the Pinch: 5 Tips for The Sandwich Generation Over the past 20 or so years a new phenomenon developed. As life expectancies grew longer and longer, children are often called upon to look after their parents. Couple this with... 
by Joseph Francis | Nov 2, 2017 | Budget Boss, Budgeting, Budgets, Critical Illness Insurance, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Health Insurance, Insurance, Joseph James Francis, Life Insurance, Mutual Funds, Term Life Insurance, Whole Life Insurance
Thursday, November 2, 2017 Insurance for Millennials: 3 Must Have’s Recent studies have shown the Millennials are the least insured generation in recent history. It got me wondering why this is. What would cause the generation with the most access to knowledge ever,... 
by Joseph Francis | Oct 26, 2017 | Budget Boss, Budgeting, Budgets, Child Life Insurance, Critical Illness Insurance, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Group Health Insurance, Group Insurance, Insurance, Joseph James Francis, Life Insurance, Term Life Insurance, Whole Life Insurance
Thursday, October 26, 2017 Make it Your Goal to Protect Your Money When it comes to Goal Setting and money, protection often falls near the bottom of the list. We all like the sexy things like growth portfolios, tax efficiency and real estate investing. What if I told... 
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 | Sep 20, 2017 | Budget Boss, Budgeting, Budgets, Fiduciary, Finances, Financial Advisor, Financial Empowerment, Financial Independece, Financial Plan, Financial Planner, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, RDSP, Registered Disability Savings Plan, Registered Education Savings Plan, Registered Retirement Savings Plan, RESP, RRSP, RRSP versus TFSA, Saving, Tax-Free Savings Account, TFSA, Whole Life Insurance
Wednesday, September 20, 2017 5 Tax-Advantaged Places to Park Your Money Any money you make in this country will be taxed. That is unless you wish to skirt the law, which I would never recommend. This includes employment income, commissions, and even investment... 
by Joseph Francis | Aug 30, 2017 | Budget Boss, Budgeting, Budgets, Child Critical Illness Insurance, Child Life Insurance, Critical Illness Insurance, Fiduciary, Finances, Financial Advisor, Financial Empowerment, Financial Independece, Financial Plan, Financial Planner, Insurance, Joseph James Francis, Life Insurance, Permanent Life Insurance, Whole Life Insurance
Wednesday WTF: August 30, 2017 Insurance for Children I speak about the importance of protecting yourself with insurance quite regularly in my posts. Having the proper amount of insurance in place to protect your health, your assets and your sanity is key to any... 