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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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…
Read More

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,…
Read More

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…
Read More

MAXIMIZING YOUR RETIREMENT

Posted on February 12th, 2024 in E-Newletters, Life Events, Retirement
Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…
Read More

THESE RAINY DAYS AREN’T ABOUT THE WEATHER

Posted on December 9th, 2023 in Budgeting, E-Newletters, Life Events
The last year or so has been a very rude awakening for many. Too many people today are so busy…
Read More