Strategies to help increase your personal cash flow, keep key employees and protect your business.
Strategies to help increase your personal cash flow and protect your practice.
I provide strategies to help families to accumulate and protect your wealth.
Protecting what matters most for your peace of mind.
https://chrisgeldert.ca/wp-content/uploads/2021/10/ESTATE-FREEZE.jpg 281 500 Chris Geldert https://secureservercdn.net/22.214.171.124/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-10-15 12:24:032021-11-15 12:21:44Estate Freeze
No business owner likes to think about handing over their business they've built from the ground up. But the fact of the matter is, you will have to do it eventually. Even more concerning, what if you were to become ill or incapacitated? Making a decision of this magnitude during trying times would not be ideal. For the business owner, an estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to lock-in (freeze) the value of the business, freeing the successor from the tax liability that may arise should the business' value increase.
https://chrisgeldert.ca/wp-content/uploads/2021/10/What-Are-the-Benefits-of-Opening-a-TFSA.png 857 1280 Chris Geldert https://secureservercdn.net/126.96.36.199/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-10-01 06:00:002021-11-15 12:21:51What Are The Benefits Of Opening A TFSA?
Have you been considering opening a Tax-Free Savings Account (TFSA) to strengthen your retirement plan? Perhaps you are considering opening a TFSA but are not quite sure how it could be used to complement your existing RRSP. Every individual has a different wealth management strategy and retirement goals, so you should speak to a financial advisor to determine if a TFSA is right for you. Below is a helpful guide to determine if a TFSA would make sense for your wealth management strategy.
https://chrisgeldert.ca/wp-content/uploads/2021/09/Slide3-1-1.jpeg 810 1440 Chris Geldert https://secureservercdn.net/188.8.131.52/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-09-13 14:38:082021-09-13 14:41:07Succession Planning for Business Owners
Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a business owner have a succession plan? A succession plan is required through the survival, growth and maturity stage of a business. All business owners, partners and shareholders should have a plan in place during these business stages.