Retirement success depends not just on saving, but on drawing income wisely. In this article, Joan and Robert’s story shows how modelling ‘what ifs’ helped ditch a disastrous plan for a smarter retirement approach.
Living on a fixed income during inflation? These 6 tips can help Canadian seniors manage rising costs and make smart financial adjustments.
This article describes 3 powers associated with a Power of Attorney and why your decisions creating one can have profound, life changing consequences. Should the unexpected happen, learn why you’re powerful with a POA and powerless without one.
Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.
In observance of Elder Abuse Awareness Day on June 15th, here’s some good information on how to recognize signs of elder abuse and tangible steps on what you can do about it and how to prevent it.
As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. There is one area where many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business — cash burn rate.
Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.
In this month’s newsletter, check out the updated statistics about one-person households in Canada. Also, we share a client story about getting organized and in control of his day-to-day money management after his wife died.
We pay bills for people who can’t, don’t, or shouldn’t. Learn what a Financial Concierge does and how they can help elder adults manage their day to day financial affairs and enable them to age in place with independence on their terms.
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