Blog
Stretching the Nest Egg: Top 5 Strategies for Seniors Worried About Financial Longevity
As lifespans increase and the cost of living rises, financial longevity becomes a pressing concern for seniors and retirees. Worrying about outliving your savings is common, but proactive steps can help ensure your money lasts as long...
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Aging with Confidence: How to Tackle the Fear of Outliving Your Money
Retirement is a new career and one that could very well last a third of your life! What was once a 10- 15 year time horizon can now be a 30-40 year adventure that becomes a very pressing financial concern for seniors and retirees....
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Year End Strategies to Proactively Reduce Your Tax Bill
The holiday season has many focused on spending time with friends and family while getting into the festive spirit. What is usually not top of mind is year-end tax planning.
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Globe and Mail 11-28-2024
Money manager Brianne Gardner expects stock markets to finish strong this year and maintain their momentum well into 2025, driven by rising corporate profits and economic growth in the U.S. "I think the U.S. election results removed a...
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Is Retirement Recession Proof?
It's understandable to be concerned about the state of things given the high inflation levels, the Russian invasion, rising interest rates and the volatility in the stock market.
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Business Owners Who Fail To Plan, Are Planning to Fail!
It’s no surprise that entrepreneurs tend to be bigger risk-takers. Business owners take significant risks in setting up their businesses, sacrificing time with family, and may even put second mortgages on their homes...
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Safeguarding Your Future: Why Women Should Not Ignore Prenups and Postnups
In recent years, there has been a noticeable increasing trend of married women becoming the household’s primary income earner throughout North America. We also see reports which indicate these households are facing more challenges due...
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