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Jan 17, 2025

When can Max, 54, and Erica, 42, leave their high-stress jobs and work part time instead?

Max and Erica also want to travel more as a family and eventually give each of their children a property.

The Globe and Mail

Shay Steacy

#adviceonlyplanning, #financialfacelift, #financialindependence, #financialplanning, #retirementplanning, #retirement

Jan 15, 2025

Why widows face a significant income drop and fewer tax advantages

In many cases, widows find that their income taxes have gone up but their cash flow has gone down.

The Globe and Mail

Justine Kelly

#widows, #RRIF, #estateplanning, #cpp

Jan 10, 2025

U.S. elimination of WEP is good news for cross-border pensioners

Eligible Canadians with a U.S. work history will get their social security benefits restored

Investment Executive

Andrea Thompson

#crossborder, #pensions, #socialsecurity

Dec 17, 2024

Three things advice-only financial planners get wrong when starting out

Some advice-only financial planners find it challenging to set aside time to run their business and to establish fees that provide a steady income.

Globe Advisor

Andrea Thompson

#financialplanner, #adviceonlyplanning

Dec 10, 2024

Stretching holiday budgets: How shoppers at Devonshire Mall are navigating inflation

CTV News Windsor

Andrea Thompson

#spending, #budget

Nov 19, 2024

Think you’re too young for life insurance? Buying early can help save on premiums

Buying life insurance in your 20s can feel like an added cost to an already long list of expenses. But experts say it can safeguard loved ones if life doesn’t go as planned.

CityNews

Andrea Thompson

#lifeinsurance, #insurance, #riskmanagement

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