What is ‘Major Purchase and Event Planning’?

Detailed analyses to help you make smarter buying and selling decisions.
It’s all about the ripple effect. Understanding the long-term impact that a major purchase or sale will have on your current and future finances will arm you with smarter decision-making power. Taxes, future retirement income, giving, even estate planning: All of these can be affected by a major purchase or sale.

Should you buy that shiny new boat? We run the numbers to help you make the best decision for you and your long-term goals.

Our major purchase or sale analyses include:

• Purchase of second home, new boat, car, or airplane
• Sale of your home
• Sale or purchase of a business
• Lease versus buy scenarios

We’ll help you understand the implications so you can make smart decisions for your future.

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Check out this blog titled “The best time to make big purchases“

Thinking about a major purchase in the future? You’ll get there sooner if the future starts today. While you may need to make some minor adjustments to start saving for this new purchase, one thing is certain. The less you have to borrow, the further ahead you’ll be.

That’s where financial planning can help. With a customized plan built just for you, it’s easier to see where you can stretch your dollars and make adjustments to save for a major purchase, while keeping an eye on the future you’ve always imagined.

Click through this section for advice on saving smarter for a home and see some of the financial considerations involved in buying a new vehicle.

Whether you are considering buying a home, a vehicle or some other large expense like a cottage or recreational vehicle, there is one thing you can be sure of—every day you’re saving is one day closer to your goal.