Wealthy Ideas

15

To "Estate" or not to "Estate"

Belmont Health & Wealth posted on 5/15/2018 9:04:00 AM

Beneficiaries are important to protect your estate. For those individuals who have married and started a family, naming beneficiaries of the...

| Categories: Wealthy Ideas | Tags: estate, beneficiary, financial, planner

04

Travel Insurance: Protect More than your Health

Belmont Health & Wealth posted on 5/4/2018 10:06:00 AM

For many Canadians who are travelling outside the country, they believe that travel insurance is optional opt-in for their trip. People may ...

| Categories: Wealthy Ideas | Tags: travel, insurance

03

Spend a Little, Save a Little

Belmont Health & Wealth posted on 4/3/2018 12:44:00 PM

For those who find saving money a challenge, the “spend a little, save a little” principle may be a lifesaver for you. There&rsq...

| Categories: Wealthy Ideas | Tags: spend, save, emergency, plan

19

Why You Need a Financial Plan

Belmont Health & Wealth posted on 3/19/2018 10:13:00 AM

A financial plan is sort of like an emergency kit for your car - you don’t think you need one, until you really need one. For many, an...

| Categories: Wealthy Ideas | Tags: financial plan, planning, funds, organization, stress

06

Gimme a Break! (Tax breaks that YOU may be missing out on)

Belmont Health & Wealth posted on 3/6/2018 11:18:00 AM

Does the upcoming tax season have you mumbling “gimme a break!”? It seems like we’ve just rung in the New Year and now the...

| Categories: Wealthy Ideas | Tags: tax, taxes, tax breaks

21

Online Banking: How to Spot Scams

Belmont Health & Wealth posted on 2/21/2018 10:01:00 AM

The internet has forever changed the way we bank. Setting up transfers, paying off credit card debt, even cashing cheques can now ...

| Categories: Wealthy Ideas | Tags: online, banking, scams, protection

06

Sticking to a Budget

Belmont Health & Wealth posted on 2/6/2018 8:57:00 AM

If you read our earlier publication on starting a budget and we're inspired to track your own spending, you may now be facing the challe...

| Categories: Wealthy Ideas | Tags: budget, strategies, 2018

30

Top 5 Money Resolutions for the New Year

Belmont Health & Wealth posted on 1/30/2018 10:17:00 AM

As January rolls to a close, or as some like to refer to it “the month of resolutions”… how are you doing on your 2018 re...

| Categories: Wealthy Ideas | Tags: money, resolutions, new year

22

How Much Life Insurance?

Belmont Health & Wealth posted on 1/22/2018 2:59:00 PM

A question many people ask themselves when planning for the future is how much life insurance do I actually need? Several companies offer a ...

| Categories: Wealthy Ideas | Tags: life insurance, calculator, advisor

26

Save by the Week!

Belmont Health & Wealth posted on 12/26/2017 7:51:00 AM

Are you looking for a simple way to tuck away some cash? Maybe you want to save up for a trip, or a larger purchase, or even plan ahead for ...

| Categories: Wealthy Ideas | Tags: budget, save, new year

Belmont Buzz

To "Estate" or not to "Estate"

Travel Insurance: Protect More than your Health

Spend a Little, Save a Little

Why You Need a Financial Plan

Gimme a Break! (Tax breaks that YOU may be missing out on)

Online Banking: How to Spot Scams

Sticking to a Budget

Top 5 Money Resolutions for the New Year

How Much Life Insurance?

Save by the Week!

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