August 2015 Book a Meeting
 
 
Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future.

As a result, the issue of investment ’time horizon’ is brought to the...

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Financial Plans and Marriage Breakdown

Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans.

Some considerations, also in common-law relationships, are...



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Retirement: The Promised Land or Crushing Boredom?

For years, you have been anticipating that last day at work. When it finally arrives, will it live up to your expectations?

Retirement looks different in everyone’s imagination. For some, it means never wearing a tie again – for any reason. For others, it means traveling the world in designer clothes while attending...



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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.
 
Rick Putz Financial Inc.
1018 Cypress Way - Regina, SK S4X 4R5
Ph: (306) 205-9262 ext.1