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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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,…
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FIVE PILLARS OF FINANCIAL LITERACY

Posted on November 13th, 2023 in Budgeting, E-Newletters, Investing, Lending, Retirement
November is financial literacy month – a great time to reflect on your relationship with money and the decisions you…
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CPP AT 60? PROS AND CONS

Posted on October 10th, 2023 in E-Newletters, Life Events, Retirement
As individuals approach retirement, they must decide when to start receiving their Canada Pension Plan (CPP) payments. While the standard…
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HOW TO GET INCOME OUT OF YOUR RRSPS

Posted on September 11th, 2023 in E-Newletters, Retirement
Roger and Linda, like many Canadians, have saved for years for their retirement. They took advantage of RRSPs and now…
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RETIREMENT INCOME PLANNING: SIMPLIFIED

Posted on August 7th, 2023 in E-Newletters, Retirement
Retirement is a significant life event that requires careful planning and preparation. One of the most important aspects of retirement…
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AVOID THESE FINANCIAL MISTAKES

Posted on July 10th, 2023 in Budgeting, E-Newletters, Estate Planning, Retirement
Managing personal finances effectively is crucial for long-term financial stability and security. However, many consumers often fall prey to common…
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ARE YOU A RETIREMENT SAVINGS LATE STARTER?

Posted on June 12th, 2023 in E-Newletters, Investing, Retirement
Harry and Sally both earned high incomes and liked to live the good life. They leased higher end European cars,…
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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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LIFESTYLE CHOICES CAN SECURE YOUR RETIREMENT

Posted on January 16th, 2023 in Budgeting, E-Newletters, Retirement
For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives.…
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