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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YOU’VE RETIRED. NOW WHAT?

Posted on June 10th, 2024 in E-Newletters, Estate Planning, Life Events, Retirement
Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for…
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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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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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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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