10/03/2022
Inheritance can be a touchy subject, but it's an important one. In this economic climate, it's harder for younger generations to get ahead financially. Despite this, many young people assume they will receive an inheritance and their spending habits may reflect that. To set your family up for success, it's crucial to talk about it early. Reach out to me if you need any guidance before you have your discussion.
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list.
09/28/2022
Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or family member. Before you accept this responsibility, make sure you know what you're getting into. It can become a complicated, time-consuming and expensive process. This article highlights what you can expect.
Being an executor can be time-consuming and expensive at a time of great grief
If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
09/26/2022
Have your retirement plans changed due to the current economic climate? I can help you reassess your plan. Contact me to set up an appointment.
Posthaste: Canada no longer among best countries for retirement in one of worst years ever to retire
Canada drops out of ranking of top 10 best places for retirement security
09/26/2022
Is a recession looming? How will you handle economic uncertainty? This article explains why being an entrepreneur during a recession is one of the best ways to take control of your financial future.
During a Recession, Entrepreneurs Are in the Driver's Seat
Waiting for the nation’s financial health to improve before you focus on your financial health is folly. You are the one with the power to change your financial health—and now is the time to change it.
09/26/2022
Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your children's education early. Need help getting started? I'm here to guide you through the process.
Start saving early for your kids' university days and get them to contribute
If you start too late, investing in RESPs is probably not the best choice
09/23/2022
Living a long and healthy life is something many of us hope for. But how can we ensure that we’re setting ourselves up for success? This article explains eight health and wellness habits that you should incorporate into your lifestyle.
8 Everyday Health and Wellness Habits Linked With a Longer Life
The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood of living a long, healthy life.
09/19/2022
Creating a diversified portfolio of investments doesn’t need to be at the cost of your conscience. You can have financial returns while also investing in ethical investments that align with your values. I can help you create a portfolio that you believe in. Contact me to get started.
Ethical Investing Vs ESG Investing: What’s the difference?
These days, investing isn’t just about returns. Many investors want to invest in companies that are committed to a better world. Learn about ethical and ESG investing and how to get started.
09/19/2022
Your total compensation is more than just your salary. When you receive a job offer, be sure to look into the employee benefits plan. This article gives you 11 questions to ask your potential employer.
11 questions to ask about benefits when you’re job hunting
Learn what questions to ask about job benefits so you can decide whether the offer is right for you. Visit sunlife.ca
09/14/2022
Looking to save some money? Keep more money in your wallet by considering buying second-hand!
Looking to Cut Costs? These Are 5 of the Best Items to Buy Used
There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.
09/12/2022
With interest rates increasing again, how will this impact your mortgage payments? If you need to adjust your budget, I’m here to help. Reach out to me to set up an appointment.
What the latest interest rate hike means for mortgage owners - BNN Bloomberg
The latest Bank of Canada rate hike will hit some Canadians when it comes to paying their mortgage.
09/12/2022
You might be wondering if you can still retire this year given the current economic climate. Reach out to me to discuss your retirement plan. We can figure out the right timeline for you.
FP Answers: My portfolio is down 30%. Do I still have enough to retire this year?
You might have to employ the three Cs of financial planning: Create, Convert, Conserve. Read more here