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Life & Money Matters: Top Retirement Planning Concerns

Investments, Personal Finance

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.

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The stages of life insurance: Part II

Helpful Tips, Insurance

Young or old, planning for the future with life insurance is too often forgotten or placed on the back burner. You should think about life insurance when you have financial obligations, responsibilities and priorities. Could your family cover the mortgage payments and household maintenance costs if you died too soon? Would there be enough money for your children’s daycare, tuition for college or university?

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A value-oriented approach

Investment Views, Investments

This article was written by David Keelaghan, News Editor and originally appeared in Wealth Professional on February 21, 2017.

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The stages of life insurance: Part I

Helpful Tips, Insurance

Most millennials think they don’t need life insurance. But did you know that nearly 3 out of 5 millennials say that if they suddenly passed away they would be concerned about the financial wellbeing of their loved ones?For many in this age range, life insurance never crosses their minds until a life changing event like marriage or having kids takes place.

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Five basics about managing money

Investments, Personal Finance

Research is finding that more and more aging Canadians today aren’t saving for retirement. They are seeking financial freedom. That’s not freedom from money. It’s the kind of freedom they feel when they can do what they want to do and when they want to do it. Yet we all know that how we manage, invest and spend our money can have a huge impact on our life and our lifestyle.

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Emblem Portfolios in Action

Investments, Tactical Updates

Tactically Increased Canadian Equities, Decreased U.S. Equities

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Converting assets into income

Investments, Personal Finance

Life is about choices - having them and deciding which ones work best for you. Retirees, for example, often feel that they must choose from a few possible alternatives for converting their retirement assets into income:

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Vetting your Investment Manager

Investment Views, Investments

Now that the digital age is upon us, we’ve become experts at comparing various products and services. Conducting due diligence has never been easier. At the click of a button we can compare product features, sort by top sellers, and even read reviews and recommendations from other customers.

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Retirees' Three Dominant Concerns

Investments, Personal Finance

Retirees have three dominant concerns:

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Retire later: What a difference a year makes

Investments, Personal Finance

Going, going, gone are the days when we are forced into retirement because we hit a certain age. And boomers are redefining what that "R" word means to them. Retirement isn't about hitting a certain age or completely quitting what you have been doing. It may involve work, albeit perhaps on different terms or in a different field. It may mean adjusting that planned retirement date. There’s no shame in that. Late savers especially may need to consider what a difference an extra year of work can make in their lives.

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