by Jennifer | Feb 9, 2024 | Retirement-Planning
One of the most common realities I see is the 40-something individual with zero retirement savings. Life has had other priorities up until now, and entering their 40’s has provided a different perspective on time to retirement. If this sounds familiar, here are...
by Jennifer | Nov 20, 2022 | Estate-Planning, Investing, Retirement-Planning
This year’s market volatility, rising interest rates, increased inflation and housing prices becoming almost out of reach for so many Canadians has folks needing to review their traditional views on retirement. This is something that’s manageable for those...
by Jennifer | Mar 9, 2022 | Investing, Tips & Tricks
No pressure here, but this article will attempt a few things: share some truths about long-term savings and investments dispel some myths around RRSP and TFSA accounts show you one simple strategy to get the most of both worlds, which will blow your mind Here we go!...
by Jennifer | Sep 27, 2021 | Business-Planning, Insurance
As we round out the month of September, Life Insurance Awareness Month, we’ve looked at the basic questions you need to ask yourself to determine if you need life insurance and how much. Of course, talking to a professional can help you get the correct...
by Jennifer | May 1, 2021 | Investing, Retirement-Planning, Tax-Planning
If I had a dollar for every time I’ve said that tax planning shouldn’t just come in April when it’s time to submit our income taxes. It’s a practice that should be ongoing and especially reviewed once you’ve filed your previous...