Articles

Informative financial planning articles on everything from retirement and investing to estate planning and insurance.

When Can You Retire?

It probably goes without saying, but retirement age can have a huge impact on your financial stability during retirement... Keep Reading

Market Timing

Market timing is essentially the practise of trying to predict what the markets will do... Keep Reading

Tax Issues in Retirement

It’s always important to consider the tax implications of any financial decision... Keep Reading

Can You Answer The Ultimate Financial Planning Question?

There’s one question that you can’t afford to take a ‘wait and see’ attitude. Can you answer it?... Keep Reading

Financial Risk Management

Sadly, many people don’t realize how much risk they are exposed to until something bad happens... Keep Reading

What happens if you don’t have a will

If we had to choose, most of us would opt for a trip to the dentist over contemplating our own death... Keep Reading

Insurance 101

Let’s be honest, most people find personal insurance complicated. There are so many types of coverage... Keep Reading

Credit Cards VS Home Equity Line of Credit

We’ve all heard stories of personal debt levels getting out of control. It’s simple enough to do... Keep Reading

Taxes and Probate

The term 'taxes and probate' get thrown around a lot in estate planning. This article explains... Keep Reading

Mortgage 101

A mortgage is a long-term loan for the purchase of a property, usually at interest rates that are much lower than other lending vehicles... Keep Reading

Setting Financial Priorities

When it comes to money, prioritizing is essential. Like most things in life, you can’t have everything... Keep Reading

Retirement Readiness Assessment

When preparing for retirement, there are a lot of things to consider... Keep Reading

The Taxman and Your Estate

Taxes are an unpleasant necessity. But how do they factor into your retirement and estate plan?... Keep Reading

An RRSP: Always In Season

Are you doing everything you can to reap the benefits of this important retirement savings tool?... Keep Reading

Protect Your Money Maker

For most of us, the biggest impact on our overall economic health is the income we generate from working... Keep Reading

Dividends: The Investment That Keeps Giving

Dividend-paying stocks can provide a double-edged advantage to your investment portfolio... Keep Reading

Term Life Insurance

Can you save money AND protect your family with term life insurance coverage?... Keep Reading

Who Will Act On Your Behalf?

As unsettling as it is to think about, someone has to take care of your estate after you’re gone... Keep Reading

Ten ways to be financially fit in retirement

It’s not easy to sum up everything that goes into a good retirement plan, but these golden rules will take you a long way... Keep Reading

Can Annuities Act Like a Pension?

The guaranteed income of annuities is labelled a hero by some and a money trap by others. What’s the real story?... Keep Reading