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The financial stress of supporting adult children

Helpful Tips, Insurance

As Millenials graduate and seek employment, many parents still feel the burden of financially providing for their children. Studies found that more than four in ten Canadians say their top source of stress is money1. Specifically, nearly half of Canadian parents admit that supporting their adult children is causing them emotional and financial stress2.

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Probate or Capital Gains: a peril of joint ownership

Helpful Tips, Insurance

 

People can go to great lengths to avoid probate costs, sometimes making them turn a blind eye to much bigger costs that can be created by passing assets outside of the estate. Let's take a look at a recent case concerning an elderly gentleman and his son. 

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Don't miss out on these 5 tax credits

Helpful Tips, Insurance

It’s tax time again. You may be in the habit of completing your own tax return or having a professional do it for you. Either way, make sure you have the details and supporting documentation to get the most out of these five tax credits.

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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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