ASSET BUILDING STRATEGIES

Posted on June 10th, 2024 in E-Newletters, Investing, Retirement
In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will…
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STRATEGIC OR TARGET-BASED PLANNING

Posted on May 13th, 2024 in E-Newletters, Investing, Retirement
Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was…
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ROLE REVERSAL – THE NEW REALITY

Posted on May 13th, 2024 in E-Newletters, Estate Planning, Life Events
Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out…
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BEWARE OF THESE SCAMS AIMED AT SENIORS

Posted on May 13th, 2024 in E-Newletters, Life Events
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

Posted on April 8th, 2024 in E-Newletters, Investing
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

Posted on April 8th, 2024 in E-Newletters, Tax
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?

Posted on April 8th, 2024 in E-Newletters, Life Events, Retirement
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

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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