by Davlyn Financial | Nov 14, 2023 | Blog, business owners, estate planning, Family, individuals, retirees
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.Why work with us?Worry less about money and gain control.Organize your finances.Prioritize...
by Davlyn Financial | Oct 31, 2023 | Blog, estate planning, Family, financial planning, individuals, retirees
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances....
by Davlyn Financial | Oct 3, 2023 | Blog, estate planning, Family, financial advice, financial planning, individuals, insurance, investment, life insurance, retirees, Retirement
Retirement is a significant milestone in your life, symbolizing the culmination of years of hard work and financial planning. However, in recent years, there has been a shift in the way people perceive retirement. Many retirees are no longer looking to retire solely...
by Davlyn Financial | Jun 30, 2023 | Blog, Charitable Gifting, estate planning, Family, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by Davlyn Financial | May 13, 2023 | Blog, estate planning, life insurance, retirees
There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
