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Ten Retirement Myths Series: Myth #7

Investments, Personal Finance

You’ll have enough money to last through retirement as long as the average rate of return matches your plan

Some rules of thumb and long held assumptions may work well while you are saving for retirement. Holding on to them when you are spending those savings during retirement may become toxic to your financial health.

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Answering some important life insurance questions

Helpful Tips, Insurance

Couple looking at laptop

Life insurance is an important part of your overall financial plan. We’ve put together some easy to understand video’s to help you get started with answering a few important life insurance questions.

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Lessons Learned - Irrevocable Life Insurance Beneficiary not so “Untouchable”

Helpful Tips, Insurance

Family being severed

As a follow-up to our recent post on when an irrevocable life insurance beneciary may not be so "untouchable", Peter WoutersDirector of Tax Retirement & Estate Planning Services at Empire Life, continues to provide his insights on a recent court case where life insurance proceeds were made available to a dependant - despite the same policy naming another dependant as an irrevocable beneficiary as part of a separation agreement.

Lessons to be learned? Find out.  

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Ten Retirement Myths Series: Myth #6

Investments, Personal Finance

You need that initial level of retirement income, indexed for the rest of your life.

I’m sure you can come up with a list of things that don’t fit the “set it and forget it” philosophy. Set the cruise control and forget it. Set the room temperature and forget it. Invest in a certain investment that has a particular risk associated with it and forget it. You need to make adjustments as the situation changes, as your needs and priorities change. Retirement income planning works like that.

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Off the Cuff with Nessim Mansoor and Amber Sinha

Investments, Off the Cuff

Watch Nessim Mansoor, CA, CFA and Amber Sinha, MBA, CFA discuss their views on key forces driving the market.

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Off the Cuff with Lieh Wang

Investments, Off the Cuff

On September 30th, Lieh Wang provided insights on the highly volatile Q3 environment and highlighted what opportunity existed.

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