Kim Powell | Intent Planning Group

How do you know you are ready?

Kim Powell exit planning, farm succession planning, financial planning, general, retirement planning March 11, 2020March 11, 2020

We face many ‘readiness’ questions for big and small things throughout our lives. Am I ready to get married? Am I ready to be a parent? Am I ready to change my everyday habits? For family farmers, farm transition readiness… Read More...

Documented Procedures are for Companies of ALL Sizes

Kim Powell business owners, exit planning, general, value building January 22, 2020January 22, 2020

Whether you have four staff or forty, documenting your business’s procedures will make for a stronger workplace, smoother ongoing operations and make it easier to on-board new people. Plus, should you ever want to sell or transition your business, documented… Read More...

Brand Value: Not as Easy as A + B = $

Kim Powell business owners, exit planning, value building January 8, 2020January 14, 2020

The value of your business is the sum of many parts. Some are easy to quantify with financial information, like equipment, inventory and even intellectual property. However, there is also a long list of other items which are far more… Read More...

Sharing Your Legacy in Real Time

Kim Powell charitable giving, estate planning, financial planning, general, taxes, Uncategorised October 23, 2019November 19, 2019

The older we get the more planning for retirement takes centre stage, closely followed by thoughts of what our legacy will look like. Legacy means different things to each of us. For some it’s about family traditions, or the shared… Read More...

Leaving a Charitable Legacy can Have a Big Impact

Kim Powell business owners, charitable giving, estate planning, financial planning, general, risk management, taxes October 9, 2019November 27, 2019

Canadians are generous with their time, skills, energy and money when it comes to supporting charitable initiatives in their communities. Canada has more than 15,000 charities and not for profit organizations requiring ongoing support to keep our communities and society… Read More...

Keeping Money Secrets in Relationships Should be Avoided

Kim Powell estate planning, financial planning, general, Uncategorised June 19, 2019November 27, 2019

Money and how we deal with it is as unique as we are. Some people are great at saving and planning while others struggle. When we have only our individual accounts and goals to be responsible for, financial accountability is… Read More...

What to do with a Financial Windfall

Kim Powell estate planning, financial planning, general, Uncategorised June 4, 2019November 27, 2019

Let’s be honest, some days a financial windfall can be finding a toonie in your winter coat! A financial windfall can come in many forms from a tax return, an inheritance, or even a pay increase at work. When we… Read More...

Debt and Retirement

Kim Powell estate planning, financial planning, general, Uncategorised February 19, 2019November 27, 2019debt repayment

A great deal of time is spent considering and planning for income during retirement. However, there are other factors that go into a successful retirement plan. Debt management is one of those factors. The closer we get to retirement the… Read More...

Will I have enough?

Kim Powell estate planning, financial planning, general, risk management, Uncategorised February 4, 2019November 27, 2019retirement planning; savings

‘Plan for retirement.’ This phrase is something many of us have heard since the time we landed our first full-time job. But even now, as it was back then, it is a pretty vague directive. When we are younger it… Read More...

Giving an Unexpected Gift

Kim Powell business owners, estate planning, financial planning, general, risk management, Uncategorised December 5, 2018November 27, 2019

The holidays are upon us. Annual holiday gift guides have been circulated. Wish lists have been compiled and shared. The annual review of gift-giving and the intentions connected to why we give gifts and to whom is well-underway. For many… Read More...