It’s always helpful to have a retirement date in mind and imagine how you want to spend your retirement years. But there can be turns in the road. Situations may arise that cause you to change your plans in order to achieve your retirement goals. Here’s a variety of fictional scenarios reflecting real-life situations that […]
When retirement arrives, you want to enjoy this new chapter in your life – not start off with a multitude of financial decisions and to-dos. You can have comfort instead of chores by taking care of a few financial matters as retirement is approaching. Assess insurance needs When your working years end and you no […]
In case you missed our webinar on November 18, 2021, we hosted a one-hour financial education session. Highlights and where to find various topics are included below: Overview of financial accounts – 04:50 Refresher on RESP Accounts- 09:50 RRSPs vs TFSA- 19:34 Retirement Income-33:35 Insurance & Estate Planning- 42:50
On Thursday November 18th at 11am, team member Jacqueline Ozdemir will be running a one hour Financial Education Webinar via Zoom. This webinar will provide a review of some of our webinars that were hosted throughout the year and will cover a range of topics including: Overview of financial accounts How to save for a child’s […]
