The Road to Early Retirement for Business Owners: Harnessing Insurance and Investment Solutions
By: Kaylin Fitzsimons Introduction The prospect of early retirement is an alluring thought for many business owners. However, achieving...
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- Jul 14
Are You Prioritizing Tax-Efficiency In Your Financial Plan?
By Kaylin Fitzsimons Here Are Three Tax Strategies for High-Net-Worth Professionals Introduction Most high-net-worth (HNW) professionals...
- May 1
Is It Time To Sell Your Business?
By Tim Leonard When you first started your business, you may not have imagined ever reaching the stage where you would be able to sell...
- Apr 18
Case Study: Why Entrepreneurs Should Get Serious About Mitigating Risk Through Insurance
By Tim Leonard & Laura Fitzsimons Entrepreneurs are constantly seeking ways to invest in their businesses and their financial futures....
- Mar 13
Business Owners Ready to Cut Your Mortgage Interest Payments in Half?
Updated: Mar 29 If you have a large mortgage, you’ve seen your interest payments skyrocket in 2022. The good news is that we offer a...
- Jan 30
Why It’s a Mistake for Business Owners to Invest in an RRSP
By Kaylin Fitzsimons Don’t get us wrong, registered retirement savings plans (RRSPs) are great for employees and business owners who have...
- Jan 19
Importance of Critical Illness Riders With Lump-Sum Payouts (Video)
By Laura Fitzsimons As a business owner, you likely shoulder the burden of a number of responsibilities at work. Yet what if you were...
- Dec 13, 2022
5 Common Retirement Regrets for Business Owners
By Kaylin Fitzsimons If you’re like most people, you’ve likely been daydreaming about your retirement years for the past couple decades....
- Nov 2, 2022
Kaylin & Tim Win the 2022 Mandeville Chairman’s Club Award
By Kaylin Fitzsimons & Tim Leonard The 2022 Mandeville Chairman’s Club Award is given out to a Mandeville-affiliated investment advisory...
- Oct 28, 2022
8 Tax Smart Programs From Lifecycle Wealth (Video)
By Laura Fitzsimons & Tim Leonard As licensed insurance advisors, we at Lifecycle Wealth implement insurance solutions for business...
- Sep 2, 2022
The 7 Biggest Mistakes Business Owners Can Make With Life Insurance Policies
By Laura Fitzsimons Life insurance is an important part of your financial planning puzzle because it can help provide a safety net...
- Aug 3, 2022
Insurance Policies for Each Stage of Life
By Laura Fitzsimons Insurance is intended to protect you from risk and uncertainty that is simply part of life, whether that’s the...
- Jun 27, 2022
4 Secrets of Continued Home Affordability for Business Owners & Professionals
By Tim Leonard As inflation continues to run rampant, Tiff Macklem, Governor of the Bank of Canada, indicated he could see an additional...
- Jun 27, 2022
Take a Look at a Sample Financial Plan
By Tim Leonard At Lifecycle Wealth and Mandeville Private Client Inc. we align tax tools to combine with corporate-owned insurance and...
- May 20, 2022
Why We Became Advisors
By Laura Fitzsimons, Tim Leonard & Kaylin Fitzsimons Have you ever wondered why we are passionate about developing and guiding our...
- May 4, 2022
5 Reasons Why Business Owners Should Not Delay Planning for Retirement
By Kaylin Fitzsimons As a business owner, you face plenty of challenges throughout your day. Attracting and retaining customers,...
- Aug 19, 2020
How a Good Insurance Advisor Can Save You Lots of Money
The job of the insurance advisor is to help individuals and companies make smart decisions regarding their insurance protection. For some...
- Aug 19, 2020
Medical Financial Advisor
Not every medical financial advisor is up to the job. That much should be clear. What’s less clear is why so many medical professionals...
- Aug 18, 2020
5 Life Events That Require Financial Planning
Updated: Mar 29 Life is as unpredictable as the weather so long term financial planning is essential if you’re to navigate the turbulent...
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