Blogs tagged with "Financial Advice"

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Calgary Financial Advisor
  • Mar 28, 2016
  • Willis Langford

What Financial Habits are You Teaching Your Children?

Whether you like it or not most of what you teach your children is caught more than taught. Your actions are what they   more than your words. Do you want your kids to have the same financial habits you currently have? Here's a few ideas on. . .

Retirement Income Planning, Calgary
  • Feb 05, 2016
  • Willis Langford

TFSA: Great Investment Tool or Waste of Time?

TFSA: Is it worth it for you? What is a TFSA, or a TSFA as my mother incorrectly calls it? It stands for Tax-Free Savings Account. If you are not careful this thing could end up costing you more than you'll ever gain. This savings vehicle was. . .

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Partnering up with Willis & Nancy for our retirement goals has been the best decision we have ever made.

Previous agents or companies only seemed interested in obtaining funds from us with no further support or contact.

Willis & Nancy have worked with us at least twice a year to make sure we are set up for success. They have been able to provide us with a visual picture of where we currently stand financially in order to determine if we are ready to retire or need a few more years. It has alleviated the stress we were feeling about retiring and having no idea of what that would look like.

For the first time, we feel confident that when we make that final decision we will be able to continue on and be financially and mentally prepared.

Deb & Garry

Debbie & Garry
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