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Finance

Do You Really “NEED” a Financial Advisor?

July 9, 2020 oasiswealth
Retirement

How To Retire Tax Free!

June 15, 2020 oasiswealth
Finance Insurance Investments Retirement Savings

Financial Tips for Each Month

May 20, 2020May 20, 2020 oasiswealth
Retirement Savings

What Is a RRIF and Why Do The Minimums Matter (No Matter Your Age!)?

May 11, 2020May 11, 2020 oasiswealth
Families Finance Savings

How to Handle Your Finances During and After COVID-19 — Our Top 6 Tips!

April 16, 2020April 16, 2020 oasiswealth
Savings

5 Tips to Increase Your Savings Rate

March 29, 2020March 29, 2020 oasiswealth
Families Insurance Savings

9 Reasons to Hold CASH… and the MATH!

March 29, 2020 oasiswealth
Insurance Retirement

Is COVID-19/OIL WAR Destroying Your Retirement Plans?

March 13, 2020May 11, 2020 oasiswealth
Savings Tax

2020 Financial Facts

March 11, 2020March 11, 2020 oasiswealth
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Maximize your defined benefit pension

June 1, 2021May 26, 2021 oasiswealth

For those who have a defined benefit pension plan, congrats! Do you know your options? There are many reasons why you may have access to your pension plan early or perhaps you’re planning your retirement. No matter the reason, you need to know what options are available to you. You can take a lump sum… Continue reading Maximize your defined benefit pension

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RESP further explained

May 31, 2021May 26, 2021 oasiswealth

We have received some amazing feedback from our article on RESPs. With limited space to write each month, we thought we’d expand on this. First off, regardless of the stats, most parents would agree some sort of post-secondary education is an essential for the young adults growth. We don’t disagree! So let’s assume you KNEW… Continue reading RESP further explained

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The 4 rules of financial institutions

May 29, 2021May 26, 2021 oasiswealth

Have you ever felt that others are writing the rules that affect your financial life? That the rules are rigged against you? Well you’re not alone! And you may not be wrong! During the Oasis Master’s program, we discuss and fully dive into the 4 rules that Financial Institutions follow to build profits for themselves,… Continue reading The 4 rules of financial institutions

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What is the ideal investment?

May 28, 2021May 26, 2021 oasiswealth

When we typically think of an investment, the only real characteristic measured is a rate of return. If your rate of return is better than my rate of return, you win. Some might get fancy and compare volatility measures and standard deviations, but even then, you notice people usually only talk about how much they’ve… Continue reading What is the ideal investment?

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Like Oil and Water

May 27, 2021May 26, 2021 oasiswealth

Money is not math and math is not money. Over and over again, I see that people are misled by this concept. To be fair, “we, the people” are fed misinformation and conflicting stories by the financial institutions as well as the media. The problem with math and money is that mathematics is an accurate… Continue reading Like Oil and Water

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Year round tax tips!

May 26, 2021May 26, 2021 oasiswealth

Plan ahead! Don’t leave it to the last minute as we humans are inclined to do. Your financial plans shouldn’t just be about a rate of return nor needs analysis. It should encompass year over year tax planning as well as future outlooks. Your planner should be able to run tax estimates at any point… Continue reading Year round tax tips!

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A common denominator that we see in financially successful households is an ability to recognize the elements of life in which you are not an expert, and then to surround yourself with trusted, smart people to fill those capacities.
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