PROS AND CONS OF ANNUITIES

Posted on October 10th, 2022 in E-Newletters, Investing, Retirement
With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest in them. There is no clear-cut answer, and you'll need to weigh your personal circumstances to see how annuities can fit into your retirement plans. One reason that you will find different reactions to the idea of an annuity is they come in several shapes and sizes, and offer different guarantees. You will probably need expert assistance in figuring out what works best for you. There are two main types of annuity: an immediate annuity and a deferred annuity, and you would buy them for different reasons.
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YOUR RETIREMENT PLAN: STAYING THE COURSE

Posted on October 10th, 2022 in E-Newletters, Investing, Retirement
During the past several months, a few clients have expressed concerns about world events and the potential impact on their…
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WHAT MAKES A GOOD FINANCIAL STRATEGY?

Posted on October 10th, 2022 in E-Newletters, Retirement
When you’re going on a journey, there are three essential questions to ensure you have a great trip. How will I…
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ADVICE TO A FUTURE WIDOW

Posted on September 12th, 2022 in E-Newletters, Estate Planning, Life Events
Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are…
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FINANCIAL SELF-CARE

Posted on September 12th, 2022 in E-Newletters
Self-care is a popular buzzword, and it’s an important one. It refers to the deliberate choice of thoughts and actions…
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READING THE ECONOMIC TEA LEAVES

Posted on August 12th, 2022 in E-Newletters, Investing
An important retirement planning skill is having the ability to “sniff out” the future direction of various factors, such as…
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DEALING WITH A FAMILY COTTAGE

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Tax
When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but…
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HOW’S YOUR GROUP LIFE INSURANCE ?

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Insurance
Owen is married and has two children. He has been working at the same company for over five years and…
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CYCLE OF MARKET EMOTIONS

Posted on August 8th, 2022 in E-Newletters, Investing
Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart…
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PORTFOLIO DIVERSIFICATION

Posted on July 11th, 2022 in E-Newletters, Investing
Looking back over the past few years, one thing is certain – we can never be absolutely sure what the…
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