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How to discuss your estate plan with heirs (and why it’s critical to do so)

July 28, 2014

Category: Future Planning, Life Insurance

A perspective on how to have the difficult, yet important conversation about your estate and legacy. Brings to light the importance of discussing your plans with your advisers to review the varying strategies available to insure your estate is handled in the most efficient way.

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Cancer diagnosis can lead to financial crisis for some

July 17, 2014

Category: Critical Illness Insurance, Future Planning

An interesting article about the extended costs of a critical illness and what is and isn’t covered by government health care.

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Advice to seniors: Be a little bit selfish

June 18, 2014

Category: Future Planning, Long Term Care, Retirement

A good article about the importance of planning ahead and testing your financial system for something like a Long Term Care need.

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Pension plans see investing opportunities in alternative assets

June 17, 2014

Category: Future Planning, Life Insurance, Retirement

JANET MCFARLAND The Globe and Mail Published Wednesday, Sep. 19 2012, 7:43 PM EDT A soaring number of Canadian pension plans are shifting their investment strategies this year to embrace real estate and other alternative assets as they struggle to cope with the challenges of a world with entrenched low interest rates. A survey of pension […]

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Will you have enough money to cover health care bills in retirement?

April 28, 2014

Category: Future Planning, Long Term Care, Retirement

We’re living longer, but not healthier. Failing to recognize this could be a fatal error in your retirement planning.

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From the Blog

The art and science of aging well by Thomas Verny

There is widespread apprehension that as we age, we lose […]

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Joe's Reading List

The Five Types of Wealth: A Bigger View of Prosperity

We often talk about financial growth, protection, and legacy. But […]

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