Kozak Financial Group
Ask yourself questions like: What is the purpose of my wealth? What is most important to me? What legacy do I want to leave? What do I need my money to do? What do I want to happen to my money when I ...
If you lose your partner’s participation in everyday tasks like driving, managing the finances, doing your taxes, or simply keeping the houseplants alive, this can suddenly bring about a wave of anxie...
Even though you have never retired before, and you haven’t had the chance to practice, at some point you must make the leap. What can you do to ensure you are confident in your retirement skill set?
The Canadian financial services market can be overwhelming — there seems to be a never-ending list of options for achieving investing, savings and planning goals. Everywhere you look there is another ...
Many of our clients have crossed the retirement threshold seamlessly, or at least that’s how it appears from the outside. On the inside, there is often some turmoil and panic about the transition to f...
While every situation is unique and there is no one-size-fits-all answer, the Kozak Financial Group has a few rules of thumb that we like to follow when advising our clients on how to turn their inves...
