Leaving the workforce at the same time – especially when you’re the same age or younger than your partner – could mean leaving a big chunk of money on the table.
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Check out our Summer Hours
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Part 5
Review your credit.
When you’re suddenly single, your credit can be among your most valuable assets, so protect it wisely….
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Part 4
What you’ll have and what you’ll need for insurance can change dramatically when you lose a spouse through death or divorce. It’s important to take a careful look at all the…
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Part 3
In many cases, being suddenly single could mean reduced household income. You may need to adjust your budget accordingly. Start by listing….
Part 2
Divide or roll over retirement assets.
Pension and retirement account assets have their…
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Part 1
Update your financial accounts.
When you lose a spouse, whether through death or divorce…
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Emergency Fund
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Lots of people have savings but many don't have investments, what's the difference?
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RESPs are one way to help prepare for your family's future.
Every child is different, so we plan for the
"what ifs".
WANT A QUICK WAY TO KNOW IF YOU HAVE ENOUGH PUT AWAY TO RETIRE?
Add up your investments, look at an average rate of return for the type investments you own.
Example GIC's 2%,……..
🏦 Regular Savings Account
This is where I keep any money that I plan to spend in the near future, such as a new laptop or Christmas gifts.
🚨Emergency Fund Savings Account
I keep 3 months of living expenses tucked away in case of emergencies like an expensive car repair.
💰 Tax-Free Investing Account
This is where I keep all of the money that I won't need to use for at least the next 2-4 years to grow tax free.
🧓🏻👵🏻Retirement Savings Account
Here I keep money I won't use until I retire.
This is one of the best ways to invest over time. You simply invest the same amount of money through an automatic
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Frequently asked questions #6 - What type of clients do you work with?
