Individuals And Families
“Sid the Kid” should be called “Sid the SMART kid” Sid the kid holds $20M DI Policy
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In the 2009 budget, the Minister of Finance established a national task force dedicated to the issue of financial literacy. Appointed in June 2009, the Task Force on Financial Literacy was comprised of 13 members, drawn from the business and education sectors, community organizations and academia. One of the key recommendations was the need for [...]
Continue reading about How Money Smart Are You? Play Cranial Cash Clash
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 [...]