10 Reasons You Shouldn't Have A Financial Advisor

Описание: ➡️Our New Channel!    / @parallelwealthclips  
➡️Fee For Service Planning: https://www.parallelwealth.com/planning
➡️Ontario Securities Commission Survey: https://www.osc.ca/sites/default/file...

Not filing your taxes can have several consequences, but one of the bigger ones is you will miss out on credits and benefits that will save you money. I encourage everyone to file their taxes this year, and see if you qualify for any savings opportunities!

•••••

If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services.

➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning
➡️Retirement Income Program™: https://www.parallelwealth.com/invest...
➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education

Additional 3rd Party Links and Resources:
🔗️Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN
🔗️Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG
🔗️CPP Calculator: https://research-tools.pwlcapital.com...

The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personally vetted each product and service we provide links to.

TIMESTAMPS
0:00 - Certifications
1:36 - Second Channel
2:09 - Reason One
3:40 - Reason Two
4:22 - Reason Three
5:16 - Reason Four
6:17 - Reason Five
7:22 - Reason Six
8:47 - Reason Seven-Ten

•••••

DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.