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THE FIVE INSURANCE MUST HAVES

Posted on March 11th, 2024 in E-Newletters, Insurance
Insurance is, and has always been, a tool to manage risk. If you cannot afford to ‘lose’ something, it is…
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NOW IS THE TIME TO BE ESPECIALLY WARY

Posted on March 11th, 2024 in E-Newletters
Uncertain economic times and rising rates of unemployment often create a new breed of desperate people. Some turn to frauds…
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I WANT IT ALL AND I WANT IT NOW

Posted on March 11th, 2024 in Budgeting, E-Newletters
The neighbors have a shiny new sport utility vehicle to tow their travel trailer. They take a two-week tropical vacation…
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PERSONAL FINANCE & JOB TRANSFERS

Posted on February 12th, 2024 in E-Newletters, Life Events
These days, having a career presents many more new rewards and challenges than it ever used to. What we used…
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MAXIMIZING YOUR RETIREMENT

Posted on February 12th, 2024 in E-Newletters, Life Events, Retirement
Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…
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THESE FINANCIAL MISTAKES CAN COST YOU

Posted on February 12th, 2024 in E-Newletters, Investing, Lending
Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for…
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MAKE 2024 YOUR BEST FINANCIAL YEAR YET

Posted on January 15th, 2024 in Budgeting, E-Newletters
Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals…
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TALKING TO YOUR PARENTS WHILE THERE IS STILL TIME

Posted on January 15th, 2024 in E-Newletters, Estate Planning
Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially…
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A FRESH LOOK AT RRSPS VS. TFSAS

Posted on January 15th, 2024 in E-Newletters, Investing
The Tax-Free Savings Account (TFSA) contribution limit has increased to $7,000 (from $6,500) for 2024. This new limit means that…
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THESE RAINY DAYS AREN’T ABOUT THE WEATHER

Posted on December 9th, 2023 in Budgeting, E-Newletters, Life Events
The last year or so has been a very rude awakening for many. Too many people today are so busy…
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