BEWARE OF THESE SCAMS AIMED AT SENIORS
According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are get…
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FINANCIAL SUCCESS SIMPLIFIED: INTRODUCTION
The purpose of this series is to educate consumers on some simple principles that will take the mystery out of…
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PLANNING AHEAD EASES TAX AUDIT WORRIES
A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did…
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WHAT’S YOUR RETIREMENT PLANNING MINDSET?
Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably,…
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THE FIVE INSURANCE MUST HAVES
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
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
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
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
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
Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for…
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