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Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.

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5 Steps You Must Take Right Now to Secure Retirement in 20 Years

5 Steps You Must Take Right Now to Secure Retirement in 20 Years

If you're a couple of decades from retirement, you can pay down debt while saving aggressively for the future.
Type 2 diabetes: New study suggests 'recipe' to lower risk

Type 2 diabetes: New study suggests 'recipe' to lower risk

About one in every nine adults around the world lives with diabetes, with 90% of them having type 2 diabetes. To lower diabetes risk, simply following a Mediterranean diet may not be enough, new research suggests.
Are You Saving Enough by 35? See How You Stack Up

Are You Saving Enough by 35? See How You Stack Up

Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you
10 tips for healthy eating on a budget

10 tips for healthy eating on a budget

Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
Decumulation: Turning retirement savings into retirement income

Decumulation: Turning retirement savings into retirement income

Take control of your personal finances. Check out these resources to get started.
Household financial stress rising | Investment Executive

Household financial stress rising | Investment Executive

The financial pressure on households from deteriorating economic conditions is starting to show up in the performance of Canadian asset-backed securities.
Dividend tax squeeze to hit record 3.7 million people - IFA Magazine

Dividend tax squeeze to hit record 3.7 million people - IFA Magazine

New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the dividend tax squeeze facing investors, with the number of individuals paying dividend tax expected to reach a record 3.67 million in the 2024/25 tax year.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.



Script: Let's help make your freelance dreams financially sustainable

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