Wealth Management
YOU’VE BEEN WORKING and saving for this moment for most of your working life – now retirement is on the horizon. But you’re not done planning yet. In fact, there’s never been a more important time to talk to your advisor. Start with these nine questions: 1. CPP/QPP – now or later? The amount you…
Read MoreBy Paul Russell, BrighterLife.ca When deciding whether to save in an RRSP or a TFSA, the choice is basically to pay the tax now, or pay it later. But there’s more to consider. Here’s something we’d all welcome — you unexpectedly receive a $1,000 work bonus and want to invest it for the future. You…
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By Brenda Spiering, Editor, BrighterLife.ca Looking for an investment option that can help you sleep at night? Segregated fund products can guarantee you’ll get back some or all of the money you invest. Segregated (seg) fund products, available exclusively through insurance companies, provide the growth potential of market-based investments with the benefits of an insurance…
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We all can make a list of the things we want – vacations, cars, a new home or cottage, or a nice nest egg for our retirement but can you list even a few ways to save enough to get these things. there are simple and easy ways to save money. Does this mean that…
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It may sound grand, but you probably do. Your estate may include many kinds of assets – such as money, property, a bank account, investments, a car, a house or other possessions. So, if you have an estate, you would be wise to consider the benefits of an estate plan. Estate planning is an essential…
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Source: Transamerica/Ivari Dare to dream Everyone has dreams of what their retirement years will be like. Will you be hiking in the Himalayas or sunning down south? Where will the money come from to fulfill these retirement dreams? Before we answer that question, let’s look at how much money you will need to fund your…
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