A Financial Game Plan for Newlyweds

Posted on July 31st, 2025 in E-Newletters, Life Events
John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the…
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Avoiding Common Financial Mistakes in Retirement

Posted on July 31st, 2025 in E-Newletters, Life Events, Retirement
Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor.…
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Could Your Finances Survive a Critical Illness?

Posted on February 26th, 2025 in E-Newletters, Insurance, Life Events
Nobody wants to think about it, but what if you get seriously ill? We all like to believe it won’t…
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Sudden Wealth: Choices and Opportunities

Posted on February 18th, 2025 in E-Newletters, Estate Planning, Investing, Life Events
Okay, let’s talk about what happens if you suddenly find yourself a million dollars richer. Imagine an inheritance or maybe…
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True Costs of Financial Procrastination

Posted on January 29th, 2025 in E-Newletters, Life Events
Have you ever thought, “I’ll start saving next month” or “I’ll get serious about my financial strategy next year”? If…
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New Years Financial Resolutions

Posted on January 6th, 2025 in E-Newletters, Life Events
Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them…
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The Retirement Dilemma: Part 1

Posted on January 6th, 2025 in E-Newletters, Life Events, Retirement
In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your…
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Weighing the Cost of Your Retirement Dreams

Posted on November 12th, 2024 in E-Newletters, Life Events, Retirement
We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things…
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ESTIMATING RETIREMENT EXPENSES

Posted on July 8th, 2024 in Budgeting, E-Newletters, Life Events, Retirement
By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is…
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FINANCIAL STRATEGIES & DIVORCE

Posted on July 8th, 2024 in E-Newletters, Life Events
History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs…
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