KEY IDEAS FOR WEALTH BUILDING SUCCESS
From listening to the media and online commentators, we have identified two key observations that can impact your efforts to…
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PROS AND CONS OF ANNUITIES
With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest in them. There is no clear-cut answer, and you'll need to weigh your personal circumstances to see how annuities can fit into your retirement plans.
One reason that you will find different reactions to the idea of an annuity is they come in several shapes and sizes, and offer different guarantees. You will probably need expert assistance in figuring out what works best for you. There are two main types of annuity: an immediate annuity and a deferred annuity, and you would buy them for different reasons.
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YOUR RETIREMENT PLAN: STAYING THE COURSE
During the past several months, a few clients have expressed concerns about world events and the potential impact on their…
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WHAT MAKES A GOOD FINANCIAL STRATEGY?
When you’re going on a journey, there are three essential questions to ensure you have a great trip. How will I…
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SENIORS TARGETED BY SCAMMERS
Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he…
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PUTTING IT IN PERSPECTIVE
The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means…
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AN APPROACH TO FINANCIAL DECISION MAKING
How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your…
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BUILDING WEALTH IN YOUR 50S AND BEYOND
If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians…
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THE 50-30-20 RULE
“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a…
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TIME: YOUR MOST IMPORTANT PLANNING TOOL
Time is one of those daily realities that we usually take for granted. But when it comes to building wealth…
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