PJ Lynch, CLU, CHS
@PLynchFinancial
Insurance and Estate Planning Professional
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From liability to asset: Tapping the potential of insurance to maximize wealth financialpost.com/personal-finan…
I spent 5 years interviewing 233 millionaires—here are the 6 habits that made them ultra wealthy buff.ly/3CZQOoZ an interesting read for #wealthmanagement #financialadvisors clues on how to market to HNW
Five smart ways to transfer wealth to your children, grandchildren canadianfamilyoffices.com/estate-plannin…
If you benefited or learned something from this thread please retweet it. Thanks for joining us in helping businesses grow and follow @PowerForwards Our Tweets are about -Business finance and accounting -Business Culture and Workplace Health and Wellness -Business Growth
Today we celebrate the amazing women in our lives, those who have made incredible contributions around the world and defy all barriers. Happy International Women’s Day! #WomensDay2022 #breakthebias2022
Understanding compound interest is hard Our brains don't comprehend it well It's the reason many push off investing Or look for the get rich quick scheme Here's a 🧵 with some real life examples that will help understand compound interest and holding investments better
Did you know that in certain circumstances life insurance premiums can be deductible? Yup, they sure can! Read this article by PPI’s VP of Planning Services, Glenn Stephens, for Forum magazine to learn more. bit.ly/3IHlr2q
How to minimize tax and maximize impact when passing your savings to the next generation financialpost.com/personal-finan…
Small changes in the morning can yield huge benefits throughout the day. Begin 2021 by ditching a few of your worst morning habits. …WealthLegacyPlanning.Com.advisor.news/forbes/leaders…
2020 has been a challenging year. Today more than ever, it’s important to take the time to reflect on and honour the many Canadian men and women who fought for our freedoms and values. Thank you for your service. We remember. #RemembranceDay2020
Your client runs a successful business, but as the business grows, so do their tax headaches. The CDA may be the solution! Read this article to learn how the CDA can help your client with tax efficiencies and savings for their business. bit.ly/34A1Mz7 #Advisortalk
'Giving while living' can be seen as a movement for billionaires, but we should all be planning to pass on our wealth while we are still alive. Bequests are more use to the recipient the earlier in their life that they receive them. …WealthLegacyPlanning.Com.advisor.news/forbes/money/g…
Term life insurance is a great way for families to find an affordable way to financially protect the future in case a parent passes away. LynchFinancial.advisor.news/top-5-things-t…
Battered by a medical and economic calamity, the focus in many organizations is switching from the immediate to medium-term, and with that is coming a realization of the importance of resiliency. LynchFinancial.advisor.news/how-stay-resil…
The CEBA will provide interest-free loans up to $40,000 to small businesses and not-for-profits, to help cover their operating costs during a period where their revenues have been temporarily reduced until December 31, 2022. Here is how to apply! lynchfinancial.ca/applications-f…
Important changes to the Canada Emergency Response Benefit which will help small business owners during this unprecedented time. lynchfinancial.ca/rules-changed-…
It can be confusing to know what benefits are available to you and your family during this time of uncertainty. Here is a chart to help you determine what you may be eligible for. ow.ly/ZSmu50z1713
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