Hurly Wealth Advisory at Raymond James

11/08/2023

Are you considering investing across borders? Don't let the complexity of cross-border investing discourage you! Understanding the rules and regulations is crucial for a successful investment journey.

Here is the Investopedia article linked below and educate yourself on CDS👇
https://buff.ly/47tm0uc

What advice do you have to share with new cross-border investors? Please share your thoughts below👇

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

05/08/2023

Did you know that women tend to live longer than men?

Because of this women may require more retirement savings. Check out these tips for investing for women from FemaleInvest here 👉 https://buff.ly/3Kl9nHM

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

03/08/2023

Have you started saving for retirement yet??

It's never too early or too late to start planning for retirement. Start by setting a retirement goal and creating a plan to achieve it!

Visit this resource to get information related to retirement planning, including how to set retirement goals, create a retirement plan, calculate retirement income, and manage retirement finances. 👇
https://buff.ly/3wdsKu2

If you like what you see, please reach out to me and my team at https://buff.ly/3qQLvQv
Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

02/08/2023

Optimism is not: Relying on luck (though many optimists may consider themselves lucky people, they often believe that they create their own luck), which relies on the belief that good things happen because of factors out of your control.

This Forbes article shares more on the neuroscience of optimism 👇
https://buff.ly/43MG5bJ

If you have questions about how to be more proactive with regard to your finances, please reach out to my team and me at https://buff.ly/3qQLvQv

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

31/07/2023

Most business owners recognize that key personnel is integral to the functioning of the daily operations of their business as well as its continued growth.

“...today’s employees are looking for vision, value, passion, and purpose. They are also looking for a robust benefits package. Beyond the traditional health and dental coverage, these key people often need some customized benefits.”

Here is the article from Raymond James that discusses how to insulate your operation against the sudden loss of your key performer👇
https://buff.ly/454YL7E

I’d love to know your thoughts on key person insurance. Please share them below 👇
Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC.

See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

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The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

27/07/2023

Do you dream of being debt free?
“While having no liability payments definitely offers peace of mind, it might not make sense financially.”

Here is the link to an insightful Raymond James article on this topic 👇
https://buff.ly/44sUf2O

If you are looking for professional help to manage debt, please reach out to me and my team at https://buff.ly/3qQLvQv

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

25/07/2023

“You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity. But did you know that the same holds true for donations made through your corporation?”

Here is the link to the Raymond James article on Charitable Donations through your Corporation 👇
https://buff.ly/3Og996U

If you have questions for my team and me on corporate financial planning, please reach out to us at https://buff.ly/3qQLvQv

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

22/07/2023

“A couple typically plans for their retirement. What is frequently overlooked is the reality that, on average, women live longer than men. Few retirement plans prepare surviving women for what is effectively her second retirement – a later life stage with new complexities, different needs, and costs just when financial resources and personal resilience may be sharply declining.”

Here is a helpful article on second retirements for women from Forbes 👇
https://buff.ly/3pTLbF6

For assistance in developing your retirement strategy, please contact my team and me at https://buff.ly/3qQLvQv.

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

21/07/2023

“Have you ever wondered whether your favorite winter vacation destination would be a great place to retire? A warm climate, relaxed lifestyle, and happy memories have tempted many a retiree to pull up stakes and load the moving van.”

Here is the Forbes article linked below👇
https://buff.ly/46PlF4u

What advice do you have to share about relocating in retirement? Please share your thoughts below👇

Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.

19/07/2023

“There’s no silver bullet for solving climate change, says Simon Donner, climate scientist, professor at the University of British Columbia, and member of the Net Zero Advisory Body.
In the advisory body’s first publication in June 2021, the group identified 10 values and principles they believe should guide Canada to achieve net zero by 2050….”
This article from Canadian Geographic discusses the best pathways to reaching Canada’s aggressive climate targets.

The article from Canadian Geographic can be found here 👉 https://buff.ly/3XZZHrK
Disclaimer: Liz Hurly is a Financial Advisor with Raymond James Ltd. Member - Canadian Investor Protection Fund. The views of the author do not necessarily reflect those of Raymond James. Raymond James (USA) Ltd., member FINRA/SIPC. See https://buff.ly/2Fywaiq and https://buff.ly/3SrpAMJ for more details. RJLU advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This article is for information only.