Jason, head of the Polsinelli Financial Advisory Group, has worked in the financial services industry for more than 15 years and has been recognized as one of the industry’s leading financial planners. His career has taken him through the different facets of the financial world including banking, financing, insurance, cash management and wealth management. He graduated from York University in 1994 specializing in International Political Economy, followed by an MBA at Dalhousie University. He has also attained many specialized designations in his career including the Personal Financial Planning designation, Specialist of the Trust Institute designation, Financial Divorce Specialist designation and a Diploma of paralegal studies. He is also a licensed insurance agent in the province of Ontario.
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Posts by Jason Polsinelli
Over the years when clients have switched from various advisors and firms to our group I have always inquired as to why they decided to make the change. Most people would think that the primary response would be performance or cost.
The fact of the matter though is that most joint accounts are openedby individuals without independent legal or tax advice or even without the guidance of a qualified financial planner.
you might feel you can’t invest in bonds because rates could rise and, on the other hand you may feel inclined to sell your existing fixed income portfolio because bond values could drop. So then, where do you even begin to invest and produce investment income? It can be confusing because there are so many options out there as well as many differing opinions on how to invest. It also makes you wonder who has the right advice and the best solution for your own portfolio. In my view, the answer or solution doesn’t lie in where specifically to invest but it really comes down to intelligent diversification.
Age 70 is now the new 60 and age 60 is now the new 50, as some may have phrased it. Whatever the reason, people are just not prepared financially or mentally for the challenges that come when you achieve the age 60 hurdle. Here are some really easy steps to take charge of your financial objectives whether you’re in retirement or approaching it……..