Retirement is a phase of life that many look forward to with so much anticipation that they know the exact date that they plan on retiring.
Janet Kim Sing
“Do your giving while you’re living so you’re knowing where it’s going.” It’s a catchy phrase that you may have heard and while the concept is seemingly simple, implementation can often be a bit more complex.
Some may already have them set up as beneficiaries in their wills but a lot of them want to help now…do you have any suggestions?
Debt: That four-letter word that some shun as an absolute evil, something we should abstain from at all costs, no pun intended.
As parents, the biggest task set before us is raising healthy, strong, independent children – that’s the goal, anyway.
When tackling this question with clients, I often start with a budget.
The big question is, ‘how can we be content with our financial situation?’ I think that, for starters, we need to be able to look for the positive through any circumstances whether we deem them to be good or tough.
How can we learn to be content with our current financial situation?
As a Portfolio Manager and Certified Financial Planner, I commonly see people who believe all their registered accounts (i.e., LIRA, LRSP, RRSP, RRIF, etc.) will end up going to their children when both spouses die.
Maria Dawes
