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How should Ramona invest a critical illness insurance payout of $300,000?
How should Ramona invest a critical illness insurance payout of $300,000?
What would you do?
What would you do?
More than half of Canadians expect to care for aging parents, but most are not prepared
More than half of Canadians expect to care for aging parents, but most are not prepared. The costs of caregiving – such as day-to-day expenses, healthcare, long-term care, in-home care, and home upkeep - can add significant burden to finances with most poll participants reporting at least $5,800 in out of pocket expenses annually, but as much as $25,000 for some.
Ways to give money to grandchildren who have maxed out their RESPs
Ways to give money to grandchildren who have maxed out their RESPs
58% of Ontario workers say retirement planning includes considering physical, mental health: survey
More than half (58 per cent) of Ontario employees say retirement planning should go beyond financial wellness and encompass physical and mental health and social connections, according to a new survey by the Ontario Municipal Employees Retirement System.
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
How much does divorce in Canada really cost?
Christopher Liew outlines some of the expected and not-so-expected costs of divorce, to help you prepare and plan if you and your spouse decide it’s time to part ways.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Tax return got flagged for a review? Don’t panic, experts say
Finding out your tax return is under review — especially after you’ve already spent your expected refund — can be unnerving. But it’s far less serious and more common than you think, tax experts say.
Free summer fitness program helps teens across Canada build lifelong healthy habits
Free summer fitness program helps teens across Canada build lifelong healthy habits
Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Government of Canada benefits and credits you'll get in May 2025 | National
Canadians aged 65 to 74 can receive up to $727.67 per month in 2025 if their net annual net world income in 2023 is less than $142,609. However, Canadians aged 75 and over can receive a maximum of $800.44 if their annual net world income in 2023 is less than $148,179.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Younger Canadians are outsaving older ones as they enter trade war ‘survival mode’
Trump's tariffs are creating anxiety about jobs, inflation and recession, driving an increase in emergency savings.
What are your thoughts?
What are your thoughts?
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
An Ontario high school teacher on how worried kids are today about money and their future
Kelly Gregory, an Ontario teacher, is trying to address these fears by teaching financial literacy to students at her high school in Kingston. Her experience is that talking about money helps students feel better about the future
Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
38% of Canadians believe they may have some unused credits
How to boost your emotional wellness for mental health
🌸 Discover the life-changing impact of improving your emotional well-being and practical steps to get started
Doctors reveal 7 daily habits that help reduce inflammation naturally
'If people can eat 30 different diverse plant foods over the course of the week, that's very beneficial for gut health,' says Feller. 'And we know that the gut has a big role in terms of immune health and also inflammatory conditions throughout the body.'
Ditch these 7 investing myths to invest like a pro
Many beginner investors may be falling for these investment myths, which can lead to bad financial decisions, limit their ability to grow wealth over time and even discourage them from entering the market.
Ben Aldridge | Sun Life
HUGE PROMO! Save on Sun CII now, thank yourself later! Get 3 months of premiums back for adult policies and 6 months back for children’s. Smart moves for a secure future. Offer ends June 30. #HealthInsurnace #InsuranceSavings
Certain terms and conditions may apply. Contact me for more information and book an appointment at https://advisor.sunlife.ca/ben.aldridge/
Certain terms and conditions may apply. Contact me for more information and book an appointment at https://advisor.sunlife.ca/ben.aldridge/
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