Blogs tagged with "Financial Planning"

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Calgary Cash Flow Planning
  • Jul 12, 2023
  • Willis Langford

13 Money Leaks: Fix These and Have More Cash For What Matters Most

  Imagine flushing $5 bills down the toilet. You just would not do it. Yet, you flush away money every day in other ways.   Just think of energy costs in your home without weather stripping around the doors and windows. How old are your. . .

Calgary Financial Advisor
  • Apr 13, 2016
  • Willis Langford

What Is Your Next Financial Move?

What’s Your Next Financial Move?   Most of us are very “optimistic” when it comes to our financial future. We truly believe that we will be better off 3 months, 6 months, 1 year down the road than we are today. We definitely believe. . .

Calgary Financial Advisor
  • Mar 25, 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 watch more than your words. Do you want your kids to have the same financial habits you currently have? Here are a few ideas on. . .

Flat-Fee Retirement Income Planning, Calgary
  • Mar 11, 2016
  • Willis Langford

7 Smart Ideas for Saving Money During an Economic Downturn

Tough times will not last forever - tough people will!   During the last downturn, which doesn't seem that long ago, there was a TV Ad by Toyota that said if, “If you can persevere when times are tough, you’ll be unstoppable when. . .

Calgary Financial Advisor
  • Feb 16, 2016
  • Willis Langford

Have You Ever Committed Financial Infidelity?

What is Financial Infidelity? This is a common occurance when couples have shared finances and one spouse hides purchases from the other. It happens more frequently than you may realize.   Why does it happen? Usually because there is a. . .

Retirement Transition, Calgary
  • Feb 03, 2016
  • Willis Langford

Should You Invest In Your RRSP or Your TFSA?

Should you be putting more money into your RRSP or should you contribute to your TFSA (which by-the-way has no deadline)?   Here's a couple of ideas to consider:   1. ) If you have made a significant amount of employment income in. . .

Retirement Income Planning, Calgary
  • Nov 25, 2015
  • Willis Langford

3 Mistakes To Avoid As You Transition Into Retirement

The grasshopper watches the ant working diligently all summer long, making a home and gathering food for the winter. Thinking the ant a fool, the grasshopper spends his summer days playing in the sun and consuming whatever food comes his way. When. . .

Latest Testimonial

If you are nearing retirement, newly retired, or well into that stage of life and need some honest, reliable financial advice and tax planning services, I highly recommend Willis and Nancy Langford at Langford Financial. I have been working with them since the fall of 2020 and am really happy I made the switch.

I needed much better advice than I was getting from my new bank rep as I was actively preparing for retirement. I found Langford Financial online and booked a review meeting. I was happy that I was sent a complete list of all the information that would be needed prior to my initial meeting so I arrived prepared.

From that initial meeting, I decided to have Willis prepare a retirement plan for me. After we reviewed everything he had prepared, I felt much more confident in what was to come financially during retirement and how I could manage it. That's when I decided to transfer my investment portfolio from my bank to Langford Financial so they could manage it with and for me. I felt they really had my best interests at heart.

It was a pleasant surprise that their approach combined both income planning for retirement and tax planning for both the immediate future and well into retirement. This has proven to be very helpful as it has ended up saving me a lot of money (a lot!) by using credits that had been missed by the company I previously used to prepare my taxes.

I really like working with Willis and Nancy. They are very quick to answer any questions I have and can accommodate virtual or in-person meetings based on what is needed. They also produce a regular newsletter that I really enjoy. It has lots of tips in it and some very good in-depth information that helps me make better decisions---or at least ask better questions!

Moving to Langford Financial was a great decision for me. It has lead to better financial planning and decision-making and much greater peace of mind for me at this time of life.
Sharon Stroick
Full Service Client Since 2020

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