Smart Strategies to Manage University-Related Costs for Families with Multiple Children
Between tuition and other-related expenses, post-secondary education, especially during these times of high inflation, can be a significant financi…
How does inflation impact my retirement plans and savings?
With inflation at a nearly 40-year high, you might be worried about what it means for you retirement. In this article, we go over some things you c…
6 things to do with your tax refund
Are you one of the millions of Canadians set to receive a tax refund this year? Here are some ideas of what to do with those funds.
The good news i…
Reverse Mortgage – The Good, The Bad, and The Conclusion
Using home equity as retirement income can be an interesting option for retiring Canadian baby boomers who have benefited from strong real estate m…
Helping Seniors Find The Most Suitable Residence – Part 2
When people move out of their home, it is usually after they have tried remaining at home – at times with assisted living care – and have reached a…
Maximizing Your Estate’s Benefits While Easing The Burden On Your Loved Ones
Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a fina…
Helping seniors find the most suitable accommodation – Part 1
Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home. Trying to…
The value of bonds as a tactical investment
Having a balanced portfolio can help make portfolios more risk resistant and allow them to succeed in numerous market cycles. Bonds are one of the …
Why Most Retirement Plans Fail?
By: Robert Rothenberg, CFA, CIWM, FCSI
When new prospects come to see us, they typically ask about our rate of return assumptions when projecting t…
