60 http://www.prwebpodcast.com A Top 30 Stream of TriDelta Financial Partners Press Releases (in OGG format) via PRWeb podEditor@emediawire.com (PRWeb) podMaster@emediawire.com Wed, 15 Oct 2008 20:01:53 -0700 TriDelta Financial Partners http://www.prweb.com/prwebrss.gif 130 49 http://prwebpodcast.com Copyright PRWeb International, Inc. en-us http://blogs.law.harvard.edu/tech/rss A Top 30 Stream of TriDelta Financial Partners Press Releases (in OGG format) via PRWeb A Top 30 Stream of TriDelta Financial Partners Press Releases (in OGG format) via PRWeb podEditor@emediawire.com PR Web PRWeb no http://www.prweb.com/releases/mortgage_broker/financial_planner/prweb463993.htm http://www.prweb.com/releases/mortgage_broker/financial_planner/prweb463993.htm These days, mortgage brokers are a dime a dozen. What makes one mortgage broker better than another? A recent survey of Canadian customers by TriDelta Financial Partners highlights the importance of using independent mortgage brokers who are qualified to understand the financial and retirement planning goals of their client. [PRWeb Oct 27, 2006] http://www.prweb.com/releases/mortgage_broker/financial_planner/prweb463993.htm Wed, 1 Nov 2006 15:20:19 -0800 podcrew@extrahoop.com retirement planning goals of their client. When asked about what they are seeking from their mortgage broker, TriDelta customers clearly wanted a few key things: - The best mortgage rates - Payment flexibility - Good customer service - Advice on fixed versus variable rates However, when the same respondents were questioned a little deeper, it became clear that they usually have other important & related questions - "Should I be trying to put more money down on my house?" - "Can I afford to buy such a big house?" - "Should I be putting money into my RRSP or retirement plan instead?" - "Should I be taking money out of my RRSP under the Home Buyers Plan?" - "Is it worthwhile to refinance?" - "When my mortgage is due, how much principal should I pay down?" - "Can I take advantage of changes in my personal financial situation with respect to my "mortgage?" - "Is there a way to make my interest payments tax deductible?" - "Should I be investing in real estate?" - "What is the best debt and investment strategy to grow my net worth?" - "Should I be purchasing mortgage insurance from a lender or separate life insurance to cover my house debts?" - "Do I need life insurance at all?" "It is answers to questions such as these that our clients are demanding from their mortgage broker" says Ted Rechtshaffen, President of TriDelta Financial Partners, "However, as our research indicates, this is beyond the ability of many traditional mortgage brokers in Canada." That is why, as recent trends show, mortgages are now being offered under the guidance of financial planners with a CFP or Certified Financial Planning designation. These individuals are able to help clients find the very best rates and incorporate mortgage payments into financial and retirement plans and advise on basic and advanced tax issues around mortgage or real estate investments to provide the financial peace of mind that people are seeking. In this day and age of choice – when there is usually no cost to work with a mortgage broker - customers are no longer settling for plain vanilla, for they can get the best rates, flexible payment plans and great service using a Certified Financial Planner instead. TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and financial advisor specialists provide clients with a financial plan that will incorporate their mortgage payments, along with RESPs, RRSPs, personal goals, life insurance needs and other issues that will impact their retirement plan. We access the entire market for the best combination of products, ensuring that clients receive optimized financial planning and Ted Rechtschaffen TriDelta Survey Highlights Importance of Choosing the Right Mortgage Broker retirement planning goals of their client. When asked about what they are seeking from their mortgage broker, TriDelta customers clearly wanted a few key things: - The best mortgage rates - Payment flexibility - Good customer service - Advice on fixed versus variable rates However, when the same respondents were questioned a little deeper, it became clear that they usually have other important & related questions - "Should I be trying to put more money down on my house?" - "Can I afford to buy such a big house?" - "Should I be putting money into my RRSP or retirement plan instead?" - "Should I be taking money out of my RRSP under the Home Buyers Plan?" - "Is it worthwhile to refinance?" - "When my mortgage is due, how much principal should I pay down?" - "Can I take advantage of changes in my personal financial situation with respect to my "mortgage?" - "Is there a way to make my interest payments tax deductible?" - "Should I be investing in real estate?" - "What is the best debt and investment strategy to grow my net worth?" - "Should I be purchasing mortgage insurance from a lender or separate life insurance to cover my house debts?" - "Do I need life insurance at all?" "It is answers to questions such as these that our clients are demanding from their mortgage broker" says Ted Rechtshaffen, President of TriDelta Financial Partners, "However, as our research indicates, this is beyond the ability of many traditional mortgage brokers in Canada." That is why, as recent trends show, mortgages are now being offered under the guidance of financial planners with a CFP or Certified Financial Planning designation. These individuals are able to help clients find the very best rates and incorporate mortgage payments into financial and retirement plans and advise on basic and advanced tax issues around mortgage or real estate investments to provide the financial peace of mind that people are seeking. In this day and age of choice – when there is usually no cost to work with a mortgage broker - customers are no longer settling for plain vanilla, for they can get the best rates, flexible payment plans and great service using a Certified Financial Planner instead. TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and financial advisor specialists provide clients with a financial plan that will incorporate their mortgage payments, along with RESPs, RRSPs, personal goals, life insurance needs and other issues that will impact their retirement plan. We access the entire market for the best combination of products, ensuring that clients receive optimized financial planning and 00:15:00 no http://www.prweb.com/releases/financial_planning/retirement_planning/prweb442318.htm http://www.prweb.com/releases/financial_planning/retirement_planning/prweb442318.htm Will I have enough? This is the key financial question for most individuals. Sometimes it relates to having enough to pay the bills, or to pay for my children's education, but the ultimate question for many is -- Will I Outlive My Money? TriDelta Financial Partners free TriDelta Estate 100 tool will give you the answer. [PRWeb Sep 26, 2006] http://www.prweb.com/releases/financial_planning/retirement_planning/prweb442318.htm Thu, 28 Sep 2006 10:42:06 -0700 podcrew@extrahoop.com planning their retirement. At TriDelta Financial Partners, our team of Certified Financial Planners (CFP™) and financial advisors have developed a free tool on www.tridelta.ca, which will help Canadians answer that question. Using sophisticated tax, pension and actuarial tables, the TriDelta Estate 100 provides individuals with a score from 0 to 100. A score of '0' suggests a real risk of you outliving your money without making changes. A score of '100' strongly suggests that you will never outlive your money. The TriDelta Estate 100 is ideal for retired individuals or those very close to retirement. The TriDelta Estate 100 also provides a good indication of: - How big will my Estate likely be? - What is the total amount of tax I might pay over my lifetime -- without estate planning solutions? "We have found that even with very wealthy individuals they are nervous about outliving their money. A big part of our job is to provide our clients with the facts about their future, and in many cases to reassure them that their focus shouldn't be to save money, but to enjoy life." said Ted Rechtshaffen, President and CEO of TriDelta Financial Partners. "When you know that you will never outlive your money, tremendous new opportunities arise around the extra funds available. There are often tax savings of hundreds of thousands of dollars over a lifetime, potential charitable contributions, and an ability to grow your estate in order to leave a legacy to future generations and causes." said Asher Tward, VP Estate Planning for TriDelta Insurance Solutions. Several studies have suggested that women in particular, have fears of outliving their money and living as "bag ladies" -- even in cases where they are in great financial shape. A tool like the TriDelta Estate 100 can be the first step in developing a plan to provide financial peace of mind for today and the future. TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and financial advisor specialists offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians. TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized financial planning and investment advisor management solutions to maximize their financial wealth and achieve financial peace of mind. For further information: contact Ted Rechtshaffen, President and CEO, TriDelta Financial Partners (416) 512-8338 Or Asher Tward, VP of Estate Planning TriDelta Insurance Solutions (905) 508-8091 ###]]> Ted Rechtshaffen Will You Outlive Your Money? planning their retirement. At TriDelta Financial Partners, our team of Certified Financial Planners (CFP™) and financial advisors have developed a free tool on www.tridelta.ca, which will help Canadians answer that question. Using sophisticated tax, pension and actuarial tables, the TriDelta Estate 100 provides individuals with a score from 0 to 100. A score of '0' suggests a real risk of you outliving your money without making changes. A score of '100' strongly suggests that you will never outlive your money. The TriDelta Estate 100 is ideal for retired individuals or those very close to retirement. The TriDelta Estate 100 also provides a good indication of: - How big will my Estate likely be? - What is the total amount of tax I might pay over my lifetime -- without estate planning solutions? "We have found that even with very wealthy individuals they are nervous about outliving their money. A big part of our job is to provide our clients with the facts about their future, and in many cases to reassure them that their focus shouldn't be to save money, but to enjoy life." said Ted Rechtshaffen, President and CEO of TriDelta Financial Partners. "When you know that you will never outlive your money, tremendous new opportunities arise around the extra funds available. There are often tax savings of hundreds of thousands of dollars over a lifetime, potential charitable contributions, and an ability to grow your estate in order to leave a legacy to future generations and causes." said Asher Tward, VP Estate Planning for TriDelta Insurance Solutions. Several studies have suggested that women in particular, have fears of outliving their money and living as "bag ladies" -- even in cases where they are in great financial shape. A tool like the TriDelta Estate 100 can be the first step in developing a plan to provide financial peace of mind for today and the future. TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and financial advisor specialists offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians. TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized financial planning and investment advisor management solutions to maximize their financial wealth and achieve financial peace of mind. For further information: contact Ted Rechtshaffen, President and CEO, TriDelta Financial Partners (416) 512-8338 Or Asher Tward, VP of Estate Planning TriDelta Insurance Solutions (905) 508-8091 ###]]> 00:15:00 no http://www.prweb.com/releases/TriDelta_Financial/Financial_Strategy/prweb431722.htm http://www.prweb.com/releases/TriDelta_Financial/Financial_Strategy/prweb431722.htm When it comes to building wealth, a majority of Canadian individuals and families are often provided with isolated financial solutions for their investments, mortgage, insurance and tax needs. What very few individuals actually receive is a holistic solution that looks at all of these combined – to maximize their financial wealth. [PRWeb Sep 1, 2006] http://www.prweb.com/releases/TriDelta_Financial/Financial_Strategy/prweb431722.htm Fri, 8 Sep 2006 12:00:56 -0700 podcrew@extrahoop.com financial advisors can now offer a unique financial planning and estate planning approach called the TriDelta Maximizer Strategy, to connect the dots across all financial solutions. How the TriDelta Maximizer Strategy works: On initiation of every financial planning engagement, each TriDelta financial planner goes through a detailed financial plan with their client, reviewing investments , life insurance , mortgages , and retirement goals including tax and estate planning issues. “We are able to provide this comprehensive financial review because each financial planner holds the Certified Financial Planner™ (CFP™) designation, and we have access to almost every investment, life insurance, and mortgage product in order to implement the plan effectively ” says Ted Rechtshaffen, President, TriDelta Financial Partners. Following the financial review, the TriDelta financial advisor uses all of the financial tools to craft and implement the best solution for the client. One potential solution is the TriDelta Maximizer Strategy which combines the power of borrowing, investing, insurance and tax planning to best build their client’s wealth. The Maximizer Strategy can be used equally for individuals in their 40’s as a unique investment and retirement planning tool that can provide returns of over 10% after tax, while clients in their 60’s and 70’s can use the same strategy to support estate planning objectives to significantly grow their Estate with no impact to their cash flow. In many cases, TriDelta Financial Partners can help a client grow their Estate by over $500,000 simply by shifting existing assets and using the Maximizer Strategy. Such opportunities and strategies are rarely presented to the vast majority of individuals because most financial sales people only focus on their specific area – and the types of products that they can offer. Quite simply, TriDelta financial planners and advisors offer the kind of financial peace of mind people have been looking for, but have not received from their stock broker, mutual fund sales person or bank. About TriDelta Financial Partners TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and advisor specialists offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians. TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized solutions to maximize their financial wealth... To read the press release in full goto http://www.prweb.com/releases/TriDelta_Financial/Financial_Strategy/prweb431722.htm]]> Ted Rechtshaffen Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth financial advisors can now offer a unique financial planning and estate planning approach called the TriDelta Maximizer Strategy, to connect the dots across all financial solutions. How the TriDelta Maximizer Strategy works: On initiation of every financial planning engagement, each TriDelta financial planner goes through a detailed financial plan with their client, reviewing investments , life insurance , mortgages , and retirement goals including tax and estate planning issues. “We are able to provide this comprehensive financial review because each financial planner holds the Certified Financial Planner™ (CFP™) designation, and we have access to almost every investment, life insurance, and mortgage product in order to implement the plan effectively ” says Ted Rechtshaffen, President, TriDelta Financial Partners. Following the financial review, the TriDelta financial advisor uses all of the financial tools to craft and implement the best solution for the client. One potential solution is the TriDelta Maximizer Strategy which combines the power of borrowing, investing, insurance and tax planning to best build their client’s wealth. The Maximizer Strategy can be used equally for individuals in their 40’s as a unique investment and retirement planning tool that can provide returns of over 10% after tax, while clients in their 60’s and 70’s can use the same strategy to support estate planning objectives to significantly grow their Estate with no impact to their cash flow. In many cases, TriDelta Financial Partners can help a client grow their Estate by over $500,000 simply by shifting existing assets and using the Maximizer Strategy. Such opportunities and strategies are rarely presented to the vast majority of individuals because most financial sales people only focus on their specific area – and the types of products that they can offer. Quite simply, TriDelta financial planners and advisors offer the kind of financial peace of mind people have been looking for, but have not received from their stock broker, mutual fund sales person or bank. About TriDelta Financial Partners TriDelta Financial Partners is a financial planning firm located in Toronto, Canada whose financial planner and advisor specialists offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians. TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized solutions to maximize their financial wealth... To read the press release in full goto http://www.prweb.com/releases/TriDelta_Financial/Financial_Strategy/prweb431722.htm]]> 00:15:00 no