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Insurance & Investments

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INSURANCE

Managing Health and Death Risk in Retirement

Helpful Tips, Insurance

When saving for retirement, you may get sick or have an accident, suffer a critical illness, require long term care or pass away. These factors should be considered when looking at savings and spending during retirement. Contingency planning plays a key role in comprehensive retirement income planning.

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Worried about taxes at death?

Helpful Tips, Insurance

What's the biggest cheque you or your estate will ever write? When do you think that might happen?

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The debt problem test

Helpful Tips, Insurance

Do you have an issue with debt? Take a moment to answer these 13 questions and start a frank self-assessment of your money management habits.

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5 Debt reduction ideas for the new year

Helpful Tips, Insurance

You went into the recent holiday season with your accumulated 2017 debt and you may have spent more than you should have. Now, you’re going head first into 2018 with even more debt.

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4 Fixes for common budgeting mistakes

Helpful Tips, Investments, Personal Finance, Insurance

Post-holiday debt- A familiar word to many Canadians after weeks of shopping, eating  and celebrating the season with loved ones. It’s only after the damage is done that we begin to think about proper budgeting. If you are having budgeting problems, you may be doing it wrong. Check out these four common budgeting mistakes that can help you get on the right track for the holidays.

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Life insurance is more affordable than you think

Helpful Tips, Insurance

 

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Saving money. It's about balance.

Helpful Tips, Investments, Personal Finance, Insurance

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5 Reasons why first-time home buyers should consider term life insurance over mortgage insurance

Helpful Tips, Insurance

Buying your first home? When your mortgage application is approved, your lender will likely ask if you want to purchase mortgage insurance. Before you say yes, remember you have other options for protecting your family and ensuring your mortgage is paid off, should you die unexpectedly. For many, including millennials, purchasing term life insurance may prove to be the more financially savvy choice. Contact a life insurance advisor before you close the deal to find out which option is best for you. 

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What is Critical Illness Insurance?

Helpful Tips, Insurance

A critical illness can happen to anyone at any time. Worrying about your finances is the last thing you need, should the unexpected happen.

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How do I know if I need life insurance? Part III

Helpful Tips, Insurance

 

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