The Ravages of Alzheimer's
Posted on:The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and…
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Generating Investment Returns
Posted on:During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly in terms of fees and value. The questions are usually focused on the cost of accessing investment advice, or the cost of buying specific investment vehicles such as , ETFs etc. With the rise of fintech, trading platforms for smartphones and so on, we…
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Get Smart Savings Tips
Posted on:Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you manage your money plays a key role in finding and maintaining that balance. We've curated some savings tips to help ensure you can enjoy your life now while also saving for your future. Budget A budget is the best tool to help you achieve financial balance. It's essentially a…
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Estate Plans and Your Children
Posted on:After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are some questions that might naturally spring to mind. How much should you leave them? Should you make arrangements to give it to them while you're still alive? More importantly, will giving them a large sum of money actually help them or set them up for failure? These are just…
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Pros and Cons of Annuities
Posted on:With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest in them. There is no clear-cut answer, and you'll need to weigh your personal circumstances to see how…
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