JUNE 2016
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Estate Planning Essentials
You're starting to think about retirement. You're reviewing your assets and potential sources of income. You may also be paying down debt. As you're working through this process, you realize that you haven't given any thought to estate planning.

Saving Strategies and Timeframes
Saving money now allows you to spend money later. When we talk about saving, most people immediately think about saving for big, long-term goals like retirement.

It Is Easy Being Green
It's hard not to think about the effect our lifestyle has on the environment. We hear the call to live a greener lifestyle every day. But where to start?

The Mundi Team
#222, 9223 - 28 Avenue NW
Edmonton,AB, T6N 1N1
Phone: 780.328.2562
Fax: 780.328.2568
E-mail: Info@PersonalizedWealth.com
Web: http://www.personalizedwealth.com


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©2016 Investment Planning Counsel
Disclaimer: This Report is written by Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857).

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