Estate Planning for the Terminally Ill: A Practical Guide

Posted on March 26th, 2025 in E-Newletters, Retirement
If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s…
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How to Weather Economic Uncertainty

Posted on February 26th, 2025 in E-Newletters, Investing, Retirement
With all the media talk about US / Canada trade tensions these days it’s a good time to discuss some…
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The Retirement Dilemma: Part 2

Posted on January 29th, 2025 in E-Newletters, Retirement
In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it.…
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More Overlooked RRSP Tricks

Posted on January 6th, 2025 in E-Newletters, Investing, Retirement, Tax
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
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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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Why Time Matters

Posted on September 9th, 2024 in E-Newletters, Investing, Retirement
It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a…
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The Safe Investing Dilemma

Posted on August 12th, 2024 in E-Newletters, Investing, Retirement
As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments.…
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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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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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