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AFS Insights

Week 3 is Planning Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy!

Week three is Planning Basics: Lay the groundwork for smart financial planning with insights into topics like investments, insurance, and retirement planning.

Go to the Financial Advice for All website to access information about the Value of Advice; case studies, financial literacy, and professional advice. Choosing an Advisor; financial designations, questions to ask your advisor, and what kind of advisors are there? Also the Elements of Financial Planning, including; planning, investments and insurance.

How to develop a successful retirement income strategy

Image by <a href=”;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=1209640″>Free-Photos</a> from <a href=”;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=1209640″>Pixabay</a>


4 ways to leave an educational legacy for your grandchildren

Image by <a href=”;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=4051229″>Marjon Besteman-Horn</a> from <a href=”;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=4051229″>Pixabay</a>

Related blog posts:

Week 2 is Buying Basics

Week 1 is Money Basics

November is Financial Literacy Month


If you’d like to discuss this topic in greater detail or have any questions, please reach out to a member of your Arbutus Financial Team.

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