Buckle Up: 6 Practical Tips to Manage Tariffs and Inflation on a Fixed Income
Living on a fixed income during inflation? These 6 tips can help Canadian seniors manage rising costs and make smart financial adjustments.
From Clutter to Clarity: The Role of Decluttering in Estate Planning
Did you know that decluttering and organizing your personal and financial documents is an essential step in creating a well thought through estate plan? Learn why decluttering matters in estate planning—and get useful tips to make the process manageable.
Hidden Wealth: Is Your Family Missing Out on Unclaimed Assets?
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
Surviving Probate Delays: Plan Ahead to Manage Estate Expenses
You’ve done the hard work to build an estate plan that protects your family, but did you know probate delays could leave your loved ones vulnerable? Learn valuable tips to help your executor and family pay expenses while waiting for probate.
Are Your Aging Parents Coping Well? Signs They May Need Help
Are your parents seizing the opportunity to grow into their older years with vitality and a focus on wellbeing? Do you know if they’re coping well? Learn 5 important areas to consider when assessing whether they may need help.
Outdated Beneficiaries Could Blow Up Your Estate Plan
Have you reviewed your beneficiary designations lately? Do those designations in your life insurance and financial accounts coordinate with your will? Learn 3 reasons why outdated beneficiaries can blow up your estate plan.
Where There’s a Will, There’s a Way
It’s Make a Will month in Ontario reminding us all on the importance of making a will. An expression of caring, a will outlines your intent to protect your loved ones. Here’s 3 reasons why you should prioritize this task as urgent.
Thanksgiving Reflections: Embracing Gratitude and End of Life Planning
End-of-life planning is a gift to yourself, offering you comfort and peace in your final days, and a gift to your family as they prepare for life without you. Learn 3 areas to consider when building your personal plan.
Retiring Solo: A Guide to Independent Retirement
Are you a single senior feeling a bit lost in retirement? Learn how 4 key areas of focus can guide the creation of a retirement life plan so you can thrive in retirement solo and live independently longer.
How to Build an Exceptional Estate Plan
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
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