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An Estate Plan for Every Age

If you have been reading our blog posts this month, you will know two important things about an estate plan: 1. You are not too young for an estate plan and 2. You can afford to have an estate plan. You will also know that there are the 5 things every estate plan should include no matter your age … Read more

Do You Really Need Life Insurance?

There is no denying that thinking about life insurance can make some of us feel uneasy. No one wants to think about the “what if” scenarios, especially when children are involved. There’s also the stress of adding an extra monthly expense, finding the time to figure out what type of life insurance you might need, … Read more

Do I Need an Estate Plan?

Do I need an estate plan? The answer is most likely a resounding YES although most people wrongly assume they are too young to have an estate plan. This is most likely because they don’t know what an estate plan is or because they don’t think of themselves as having an estate. After all, estates … Read more

Set Yourself up for Financial Success in 2021

Whether you set new year resolutions or not, taking one step toward improving your financial literacy and applying that knowledge in 2021 would serve everyone well. Small steps will get you moving in the right direction. Here are some easy ways to get started. Learn About Personal Finance Whether you have lots of time or only … Read more

Everything You Need to Know About RESPs, But Probably Don’t

RESP Basics You likely know that a Registered Education Saving Plan (RESP) is intended to save money for your child’s education and that the invested money is allowed to grow tax free. When your child is ready to go to a post-secondary institution, you know can withdraw the money to pay for their tuition. Hopefully you also know about … Read more