I use Jim Otar’s Retirement Optimizer program for Retirement Income Planning. Here is a link to Jim’s recent article in the National Post that gives some background on how it all got started. click here to read the article
This book presents an easier way to handle estate planning, which the author calls, the “Family Meeting Way.” Many people ask, “How do I talk to my parents about estate planning and encourage them to take the necessary steps?” This book shows them how to hold a family meeting and how to get it done.As [...]
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Answer “yes” or “no” to the following questions: Has a written financial plan been documented and updated at least annually to adjust for changed circumstances, market trading conditions and latest carrier solutions? Is the life insurance program inclusive of fully comprehensive critical illness benefits (or just payable on death)? Have the long term care expenses been accounted [...]
Here is a great article I cam across about travelling outside of Canada and what to do if something goes wrong. Definetly worth a read. As well, I recommend you download the “Bon Voyage, but… essential information for Canadian Travelers“. Print a copy and take it with you.
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An index is a measure of the changes in a group of stocks or bonds representing a portion of the overall market. It can be used to give an investor a point of reference or benchmark as to how a particular market is performing. If a Canadian investor holds a diversified portfolio, it will typically be allocated between [...]