Cerullo Financial Services in Waterloo
On June 21 at 8:59 AM
MORTGAGE INSURANCE: NOT NECESSARILY AS ADVERTISED
At first glance, the questions on mortgage insurance applications appear quite straightforward. However, when you look closer, some questions are extremely difficult to answer correctly. Learn more at https://www.cerullofinancialservices.ca/e-newsletter/2021/2021-06/article-2.htm

Cerullo Financial Services in Waterloo
On June 20 at 11:03 AM
Happy #FathersDay

Cerullo Financial Services in Waterloo
On June 14 at 8:49 AM
Today, 28% of Canadians provide some form of unpaid caregiving to relatives or family friends. Seniors make up the largest group of those requiring this type of care. The evolving concern is that 65+ is one of Canada's fastest-growing segments and is expected to double over the next 20 years.

This is a result of a combination of an aging population, longer life spans, improved medical innovation and an increasingly strained social services system. Consequently, a growing number of adult children in Canada find themselves taking on caregiver roles for their parents.

Learn how to prepare at https://www.cerullofinancialservices.ca/e-newsletter/2021/2021-03/article-3.htm
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#Seniors #AgingParents #BabyBoomers #SeniorCitizens #SandwichGeneration #Caregiver #MoneyMatters #CFS #CFP #NurturingYourWealth

Cerullo Financial Services in Waterloo
On June 11 at 4:48 PM
Do you have a retirement plan? Here are 5 steps to help you prepare
1. Know about any outstanding debts
2. Check that your will is up to date with your current situation
3. Collect your financial paper work including RRSP slips and Personal Tax reporting
4. Talk to a financial expert about your goals
5. Envision how you will spend your future financial freedom

Need help with #4? Visit our website to connect with us!
https://www.cerullofinancialservices.ca
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#NurturingYourWealth #cfp #cfs #covid19 #financialplanner #financialservices #financialplanning #retirementplanning #moneymatters

Cerullo Financial Services in Waterloo
On June 03 at 9:06 AM
If you are celebrating your 1st #FathersDay this year, give yourself some piece of mind by giving us a call and setting your family up financially.

Financial Planning for Families at http://shoplocal.ly/01Z518

#Dads #FamilyFinances #CFP #CFS #NuturingYourWealth

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