Planning
The alarming headlines of 2017 might be tempting investors to take drastic action. But it’s smarter to take a deep breath and a longer view. For Canadian investors, 2017 has provided plenty of potential worries, with an erratic U.S. president given to Twitter eruptions being arguably the largest. The real danger for investors is that…
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Critical illness insurance shouldn’t be confusing. See how it works and how it can benefit you and your family. Original source: criticaluncovered.ca
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By Jennifer Peckett – Foresters Blog Let me take you on a journey. You’ve just purchased a life insurance policy and it felt like slipping into a soothing tub of adult responsibility. (Huh?) You know! The type of satisfying feeling that only comes from finally tackling something you’ve been putting off for a long time or…
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By Sheryl Smolkin – Sunlife.ca As retirement nears, the focus changes from building your nest egg to converting it into income. But how can you avoid outliving your money? This is a vital concern, particularly when you’re looking at 30 or more years of retired life. Drawing down the capital and investment return from a…
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Laying a sound foundation for retirement income involves careful planning. Where do you start? In this segment of Life & Money Matters Peter shares eight simple steps to help you get started on your retirement future. Transcript: Where do I Start With Retirement Income Planning Life & Money Matters
Read MoreBy Louise Armstrong – Foresters Blog Do you have an estate? Many people think they don’t but if you have assets, then you have an estate. It’s made up of everything you own including your home, your life insurance policies, your investments and even the brooch that was passed down to you from great Aunt Ethel.…
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A serious illness can threaten your finances as much as it threatens your health. Find out what you can do to protect yourself and your family. No matter how well you take care of yourself, you may one day get a call from your doctor with bad news. And while Canada’s universal healthcare system definitely…
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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
Read MoreBy 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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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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