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Our Articles & Insights

Retirement Planning for Business Owners Thumbnail

Retirement Planning for Business Owners

For a business owner, one of challenges that faced is learning how to balance between reinvesting into the business and setting money aside for personal savings. For a business owner, since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place.

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The Benefits of Consolidation

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

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Herod Financial Services donates $20K to C.M.H.A. H.K.P.R.

We are pleased to announce Herod Financial Services has generously donated $20,000 to the Canadian Mental Health Association Haliburton, Kawartha, Pine Ridge’s (C.M.H.A. H.K.P.R.’s) Journeying Together program as part of the Great Canadian Giving Challenge, a virtual fundraising contest running from June 1 to June 30.

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Surviving the Brave New World of Video Conferencing Thumbnail

Surviving the Brave New World of Video Conferencing

If nothing else, COVID-19 has introduced many of us to a whole new level of technology – that of the video conference. The Zoom world! And Zoom isn’t the only application….Go To Meeting, Skype, Google Meet, Microsoft Teams, Webex, are just a few of the video conferencing application that are prevalent.

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