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Retirement Realities for Boomers

Does your retirement reality fit your own vision and experiences? In this video, Peter demystifies the commonly held perceptions about retirement among boomers and younger generations. Transcript: Retirement Realities for Boomers Life & Money Matters

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How to handle unexpected life insurance application questions

By Pira Kumarasamy – Foresters Blog When it comes to planning your financial future, life insurance is a key piece of the process – particularly for those of us with families or partners. But once you start to complete the application with your life insurance agent or advisor, you may be taken aback or made uncomfortable…

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4 financial planning mistakes to avoid

By Deanne Gage – sunlife.ca If you want to achieve your financial goals, what you do is only part of the story. What you don’t do is just as important. Want to meet your financial planning* goals with few issues? To increase your chances of achieving financial security, avoid these 4 mistakes: 1. Waiting too…

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Safeguard your business against the effects of a critical illness

Original source: criticaluncovered.ca “No risk, no reward,” is a cliché we’re all familiar with, but as a savvy business owner, you recognize the importance of balancing risks and opportunities to position your company for success. To protect profitability, you’re constantly strategizing about how to strengthen your business against risk – whether the threat is an…

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Pay Yourself First

The power of saving early and steadily for the long term can make a great impact on your retirement lifestyle. In this installment of Life & Money Matters Peter shares some thoughts on the benefits of paying yourself first. Transcript: Pay Yourself First Life & Money Matters

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Which term gives me the best value to insure my mortgage?

Your home is probably the biggest investment you’ll ever make. When you arrange a mortgage with a financial institution, they may ask you if you want to insure your mortgage through them. But mortgage insurance from your bank or mortgage lender may not be your best alternative. Consider Term Life Insurance which is portable to…

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Four Retirement Questions for Retirees

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected. Transcript: Four Retirement Questions for Retirees Life & Money Matters: Four Retirement Questions for Retirees…

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Four Retirement Questions for Retirees – copy

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected. Transcript: Four Retirement Questions for Retirees Life & Money Matters: Four Retirement Questions for Retirees…

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What’s your personal breast cancer risk?

By Dr. Loraine Oman-Ganes, MD, FRCPC, CCMG, FACMG, Chief Medical Director, Sun Life Financial Understanding your risk of breast cancer can help you and your doctor prevent it, or find it and treat it. We know vastly more about breast cancer now than we did 15 years ago. This has led to earlier, more precise…

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Top Retirement Planning Concerns

Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors. Transcript: Top Retirement Planning Concerns Life & Money Matters

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