Parwez Financial Group Ltd.
  • HOME
  • ABOUT
    • About
    • Strategic Partners
    • Testimonials
    • Community
    • Privacy Statement and Website Terms of Use
  • SERVICES
    • Business Stages
      • Business Continuation
      • Business Succession
      • Executive Benefits
      • Group Benefits
    • Life Stages
      • Starting your career
      • Growing Families
      • Mature Families
      • Preparing for Retirement
      • Retirees
      • Estate Planning
    • Insurance Planning
      • Life Insurance
      • Mortgage Insurance
      • Critical Illness Insurance
      • The Need for Personal Life Insurance
      • Whole Life: A Whole New Investment Class
    • Farms
      • Corporate Owned Life Insurance
      • Corporate Insured Retirement Program
      • Key Person Insurance
      • Estate Equalization
      • Buy Sell
    • Business Owners
      • Individual Pension Plan
      • Corporate Owned Life Insurance
      • Corporate Insured Retirement Program
      • Key Person Insurance
      • Immediate Financing Arrangement
      • Estate Equalization
      • Corporate Estate Bond
      • Buy-Sell Agreement
    • Incorporated Professionals
      • Insured Retirement Program
      • Immediate Financing Arrangement
      • Individual Pension Plan
  • RESOURCES
    • Resources
    • Insurance
    • Tools
  • ARTICLES
  • CONTACT
  • info@parwezfinancial.ca
    306-525-2523

Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families
Who
Priorities
Who
  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years
Priorities
  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
Learn More

Latest News

Life Insurance and the Capital Dividend Account

June 11, 2017Parwez Financial

Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free. Income earned…

The Duties of an Executor

May 14, 2017Parwez Financial

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good…

Debt Load

May 14, 2017Parwez Financial

Are you out of your debt comfort zone? Does it seem as though you’re paying too much to bill collectors and not enough for savings and the things you enjoy in life? If so, it’s a good idea to figure…

Posts pagination

< 1 … 22 23 24 25 26 27 28 … 51 >

Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

Contact Us

Parwez Financial Group Ltd.
Tel: 306-525-2523
Email: info@parwezfinancial.ca

207 – 4401 Albert Street
Regina, SK
S4S 6B6

About

We take pride in designing and providing unique, innovative and tax-efficient insurance solutions for our clients in collaboration with their legal and tax advisors. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance carriers in Canada for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning
© 2019 Parwez Financial Group Ltd