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Planning your Financial Future
Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them weekly as they share real-life stories and provide expert insights to help you achieve your financial goals.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor.
Investors Group Financial Services Inc.
Planning your Financial Future
April 19 2025 - Tax Planning & Tax Credits for Seniors / Life Insurance for Young People / Term 20 vs. Term 10
Planning Your Financial Future is your go-to podcast for expert financial advice with Don and Mitch Fox from Fox Group Private Wealth Management. Don and Mitch cover everything from budgeting tips to investment strategies to help you make the most of your money. If you’re looking to take control of your financial future, you’re in the right place.
This week, Don and Mitch discuss:
- The importance of monitoring interest rates and inflation trends for future financial planning.
- Pension splitting and tax optimization for clients over 65 years old during tax season consultations.
- Available tax credits for those over 65
- Educating younger clients on the importance and benefits of getting life insurance early.
- Employer-provided life insurance. Is it adequate coverage?
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
Investors Group Financial Services Inc.
