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Five Mistakes to Avoid in Your First Year of Retirement

Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
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.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
More Canadians are counting on their homes to finance retirement: Dale Jackson

More Canadians are counting on their homes to finance retirement: Dale Jackson

A recent survey from the Healthcare of Ontario Pension Plan (HOOP) shows the family home has become a growing part of Canadian retirement plans.
When should I start saving for retirement?

When should I start saving for retirement?

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.
The Strategic Advantage Of Asset Location

The Strategic Advantage Of Asset Location

What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.
How to make retirement savings last

How to make retirement savings last

Boost your knowledge with this helpful article.

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 insurance needs are unique at every life stage.

Consider layering insurance policies to benefit from more flexible coverage.

Check out our article to learn more and see if it would suit you.
Tax-saving ideas for retired couples in Canada

Tax-saving ideas for retired couples in Canada

Check out this new resource I found!


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.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.

Your FHSA contribution limit: avoid these 5 common mistakes

Boost your knowledge with this helpful article.

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 markets may hold for global equity in 2025

What markets may hold for global equity in 2025

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

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.
Simply Put: What is a TFSA?

Simply Put: What is a TFSA?

🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.

Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.

Still have TFSA questions? Contact me for help!

#TFSA #FinancialGoals
Planning Considerations for Registered Education Savings Plans and Blended Families | CI Global Asset Management

Planning Considerations for Registered Education Savings Plans and Blended Families | CI Global Asset Management

Boost your knowledge with this helpful article.

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 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.
How do you think about risk as an investor?

How do you think about risk as an investor?

Dive into expert insights on building and preserving wealth in today’s economic landscape.

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.
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.

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