FINANCIAL RESILIENCE

Posted on August 7th, 2023 in Budgeting, E-Newletters, Insurance, Life Events
You’ve likely heard the term “financial resilience”. You may even know it refers to a household’s ability to navigate and…
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DIVORCE AND YOUR FINANCES

Posted on June 12th, 2023 in E-Newletters, Insurance, Life Events
Canadian government statistics continually show that roughly half of all marriages end in divorce. If a couple is contemplating moving…
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HOW TO TELL WHEN A SENIOR NEEDS HELP WITH FINANCES

Posted on February 13th, 2023 in E-Newletters, Life Events, Retirement
As we age, it becomes more likely that we may lose track of our finances. It could be because of…
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WHY BUSINESS SUCCESSION PLANNING MATTERS

Posted on February 13th, 2023 in E-Newletters, Estate Planning, Life Events
Accounting firm BDO Canada1, found that only one-third of family-owned businesses survive the transition to second generation, with just a…
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THE RAVAGES OF ALZHEIMER’S

Posted on December 12th, 2022 in E-Newletters, Estate Planning, Life Events
The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging…
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BEWARE OF TRAVEL SCAMS

Posted on December 12th, 2022 in Budgeting, E-Newletters, Life Events
If you are planning a holiday, it is wise to be aware of the six most common travel scams you…
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ADVICE TO A FUTURE WIDOW

Posted on September 12th, 2022 in E-Newletters, Estate Planning, Life Events
Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are…
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PROTECTING YOUR FINANCIAL WELL-BEING POST-DIVORCE

Posted on August 9th, 2021 in E-Newletters, Life Events, Retirement
“After 38 years of marriage, I was blindsided when my husband asked me for a divorce,” says Patricia, 61. “I…
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TAX PLANNING FOR SEVERANCE PACKAGES

Posted on June 7th, 2021 in E-Newletters, Investing, Life Events, Retirement, Tax
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their…
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MORTGAGE INSURANCE: NOT NECESSARILY AS ADVERTISED

Posted on June 7th, 2021 in E-Newletters, Insurance, Lending, Life Events
It’s all part of the process when you are arranging a mortgage for your new home. The bank employee inevitably…
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