Planning

Insure for the unexpected: the future you buld today is the future you’ll enjoy tomorrow

Would you feel better knowing you were on track for your retirement or ready for an emergency? An would it comfort you to know that, if you died unexpectedly, your family would be well cared for?

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Your financial preparedness checklist

In the face of conflicting financial priorities, here are five tips on how to balance current financial responsibilities with long-term wants and needs. Define goals and timelines Clearly defining your long-term goals is the first step. Ask yourself questions such as: How much money do I need to live each month? Does this include a…

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Reality Check: Protect your income before a disability sidelines your financial goals

Did you know that in 2006 there were over 2.4 million Canadians of working age who are disabled? And physical injury isn’t the only cause.

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RESPs – not just for kids

RESPs are a smart investment for individuals who are planning on going back to school, or can even be used as an income splitting tool.

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5 timeless principles for investment success

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Proven Strategies to improve your Finances

Source: Manulife Financial

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Retirement IQ Quiz

Source: Manulife Financial

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The value of Advice

Source: Manulife Financial

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Year End Tax Tips

With the New Year fast approaching, now is a good time to consider ways to improve your tax position. There are still many time-sensitive issues that you should address before January 1 and in early 2015 that can help take a bite out of your 2014 personal income taxes. RSP Contributions Contribute to an RSP…

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Four estate planning questions

By Kevin Press, BrighterLife.ca Hearing that you ought to update your will is little bit like being told to take up jogging. Everybody knows it’s the right thing to do, but that doesn’t make it any easier to get started. Douglas Gray has made it his mission to do exactly that. The former lawyer left his…

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