Giving with confidence in the time of COVID-19
Eliminating hunger and poverty. Curing diseases. Building a just society. These are just some of the big, audacious goals that charities are trying to tackle within Canada and around the world. These goals are lofty enough, then you throw in a global pandemic and this proposition becomes exponentially more difficult. Charities across the sector are […]
Asking the big questions to focus on the big picture
A new year has begun, and just like every year, 2018 will have its share of ups, downs and surprises. When it comes to managing your wealth, the focus is often on long-term planning to protect against short-term blips and keep you moving forward toward your goal. But
When a spouse or parent dies: providing support through estate planning
This is not a fun exercise, but it is an important one: imagine that you have recently passed away. Now put yourself in the shoes of your spouse or children who have survived you. First and foremost, they are grieving. If your death was unexpected and sudden, they may also be in shock. In the […]
Act now or miss out on the benefits of permanent life insurance
Even if insurance is a topic that puts you to sleep, there is a major change coming in the insurance world deserving of your attention given its potential to significantly impact your wealth and what you are able to pass on to your loved ones. Unless you work in the insurance industry, there’s a good […]
What bank is your mortgage better off with?
“Am I better off with a big bank for my mortgage?” This is a question that is frequently asked by property buyers when it comes to choosing a mortgage lender. The answer, however, is very subjective as things like mortgage servicing, access to products and penalty calculations have to be considered when picking the best lender for your […]
Retirement Income Options You Haven’t Considered
Retirement income planning is a complicated, personal process. Many baby boomers set to retire in the upcoming years may be concerned about what their retirement income will look like. Saving into your RRSP and through an employee retirement plan offers some assistance and peace of mind. For many, maintaining their lifestyle may be impossible through such […]
Tips for a Successful RRSP Season in 2016
Retirement planning, especially as you’re getting closer to it, may be stressful. This RRSP season, you may be finding yourself thinking about unknown expenses that may occur in the future, how to maintain your lifestyle during retirement, and trying to ensure everything is going to be alright. You have been contributing to your registered retirement savings […]
Why Should You Care About Financial Literacy Month
November is Financial Literacy Month in Canada. What does it mean to a successful professional like yourself? In a nutshell, it means that you’re fully aware of your financial standing: know your net worth, how to reach your financial and personal goals. [tweet_box design=”default” excerpt=”Financial literacy is financial efficiencies and balance via @rubachandassoc #CountMeInCA #FLM2015″]Financial literacy for professionals […]
Take the Stress Out of Estate Planning with Reliable Advice
Sound estate planning should be a team effort between legal, accounting, financial and insurance professionals working together towards one cause: to optimize an estate plan that will support and meet your personal and/or familial goals and objectives. In case of business owners, their business must be included in the equation too. All the pieces of the […]