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How to Age-Proof Your Retirement Plan

How to Age-Proof Your Retirement Plan

Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
The superficial loss rules - Have you tripped the wire?

The superficial loss rules - Have you tripped the wire?

Need content to better understand the financial landscape? That's why I am here to help! Reach out to me if you'd like more information.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Why you should consider increasing your FX hedges

Why you should consider increasing your FX hedges

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Your Role in Financial Success: How to Partner With Your Advisor | CI Global Asset Management

Your Role in Financial Success: How to Partner With Your Advisor | CI Global Asset Management

Empower yourself with easy-to-understand resources and learn more about the financial industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'

Millennial money expert has 5 tips for anyone who feels financially 'inadequate'

Millennial money expert has 5 tips for anyone who feels financially 'inadequate'. I am not always a fan of the Financial Post but these tips are helpful!
What can you do about U.S. tariffs affecting your finances?

News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money?

Stay informed, plan ahead—we'll navigate these challenges together.
Taxation of Non-Registered Income

Taxation of Non-Registered Income

Empower yourself with easy-to-understand resources and learn more about the financial industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
8 big investment trends for 2025

8 big investment trends for 2025

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
What’s the difference between good debt and bad debt?

What’s the difference between good debt and bad debt?

What’s the difference between good debt and bad debt?
Government of Canada announces deferral in implementation of change to capital gains inclusion rate - Canada.ca

Government of Canada announces deferral in implementation of change to capital gains inclusion rate - Canada.ca

Government of Canada announces deferral in implementation of change to capital gains inclusion rate

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