Smith Rogers Financial

📝 Have you secured your family’s future? At Smith Rogers Financial, we help you protect your loved ones by creating a comprehensive estate plan, ensuring your will aligns with your insurance & investment beneficiaries, to avoid unnecessary probate costs. We are here for you and your executor who will need assistance. Take control and review your plan with a professional today! ✅ Ensure your wishes are respected ✅ Avoid unnecessary financial strain on your family ✅ Protect your loved ones with life and disability insurance 💬 Contact us today to schedule a consultation and start planning for the future! 🔗 smith-rogers.com #FinancialFuture #FinancialPlanning #EstatePlanning #LifeInsuranace

💼 Year-End Tax Planning for Investors: Key Tips to Maximize Savings 💼 As 2024 comes to a close, it's time to focus on strategies to help optimize your year-end tax planning. Here are just a couple crucial tips to consider - For a deeper dive into these strategies, check out this insightful Globe and Mail article by Tim Cestnick (subscription required). 🔗https://loom.ly/h0rypIs ⭐Claim Capital Losses Wisely: With the increase in taxes on realized capital gains (as of June 25, 2024), capital losses carried forward from prior years can be more valuable when applied against future gains, especially under the new inclusion rate of two-thirds. Think strategically about when to use your losses. ⭐Sell Losses Before Year-End: If you've had gains this year, consider selling underperforming securities to offset those gains. Remember, the settlement date must fall in 2024, so plan your trades before Monday, Dec. 30. #TaxPlanning #CapitalGains #InvestmentTips #YearEndTax

🏡 Estate planning doesn’t have to be stressful. Our team at Smith Rogers Financial ensures your family is taken care of with tax-efficient strategies that give you peace of mind. Plan for tomorrow, today. Schedule a consultation here! 👉 smith-rogers.com #EstatePlanning #FinancialPlanning #TaxStrategies

🎃👻 Trick or Treat! Whether you're counting your candy or your cash, we’re here to help keep those finances from turning into a fright! 🧛♂️🕸️ Have a spooktacular Halloween from all of us at Smith Rogers Financial! 🎃🕷️ #Halloween #SmithRogersFinancial #YourFinancialPlanners

🍂 Happy Thanksgiving from the Smith Rogers Financial Team! 🍂 As we gather around the table to celebrate this season of gratitude, we are reminded of how thankful we are for our wonderful clients and partners. Your trust in us makes what we do truly rewarding, and we’re so grateful to be part of your financial journey. From our family to yours, we wish you a joyful Thanksgiving filled with happiness, laughter, and plenty of good food! 🦃 Please note: Our office will be closed on Monday, October 14 for the holiday, and we’ll be back on Tuesday to assist you with all your financial planning needs. Happy Thanksgiving! 🍁 #Thanksgiving #Community #Grateful

Corporate Investing and Capital Gains: What You Need to Know 📈 If you’re a Canadian business owner with corporate investments, understanding the capital gains inclusion rate is key to shaping your financial strategy. Changes to this rate could impact your tax planning and overall investment approach. Want to know how potential updates could affect your bottom line? Read more to stay ahead of the curve and make informed decisions. 💡 👉 https://loom.ly/LImy5Yc #CapitalGains #CorporateInvesting #TaxPlanning #CanadianBusiness #WealthManagement #FinancialStrategy

📑 Is your estate plan up-to-date? Nearly half of Canadian adults don’t have a will, and many others haven’t updated theirs after major life events. At Smith Rogers Financial, we make it easy to review and update your estate plan so your family is protected. Incorporating the right insurance ensures your loved ones are financially secure no matter what happens. Take action today. Schedule a consultation and safeguard your family’s future! 👉 https://loom.ly/GP4Kpo8 #EstatePlanning #Will #FinancialFreedom #PeaceOfMind

The beginning of a new school year gets us thinking about our child’s financial future. As parents, we want to give our kids the best start in life, and that includes preparing them for financial success. From saving for education to setting up the right financial tools, it’s never too early to plan ahead. Check out this helpful blog from Canada Life on how to set your child up for financial success and secure their future. 📚💼 👉https://loom.ly/gJv8RCc #RESP #FinancialFuture #Success #Education

🎉 Celebrating Julie’s 1-Year Anniversary! 🎉 Join us in celebrating Julie, our amazing Administrative Assistant, who has been a key part of the Smith Rogers Financial team for a year now! Her dedication to keeping everything running smoothly, ensuring top-notch service for our clients, and supporting our team behind the scenes makes all the difference. It’s a week of staff celebrations here at Smith Rogers Financial, and we’re thrilled to recognize the incredible people who help make our firm a success. Here’s to many more years of success together, Julie! #TeamAnniversary #SmithRogersFinancial #CelebratingSuccess

🎉 Let’s Celebrate Matt! 🎉 Our amazing Accounting Manager, Matt, is heading off to get married this weekend! 💍 As the backbone of Smith Rogers Financial’s financial operations, Matt keeps everything running smoothly with accuracy, efficiency, and a whole lot of dedication. But this weekend, it’s all about the love! 💕 Let’s send Matt all the best wishes as he embarks on this exciting new chapter. Congrats, Matt! We’re so happy for you! 🎊🎉 Drop your congratulations in the comments and let’s fill his weekend with good vibes! 👇 #TeamSRF #CongratsMatt #WeddingBells #CheersToLove