Tips for a Successful RRSP Season in 2016

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 […]

Importance of Life Insurance in Family Law

life insurance in family law

Families typically consider life insurance policies as a forward looking estate planning tool, which it certainly is. However, in case of the unfortunate life event such as a separation or divorce, life insurance can also play a vital role from a context of family law. [tweet_dis]The Importance of Life Insurance in Family Law: Security Blanket[/tweet_dis] […]

Why Should You Care About Financial Literacy Month

Financial literacy month in Canada

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

take the stress out of estate planning

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 […]

7 Insider Tips from a Mortgage Broker You Need to Read

get better rates from a mortgage broker

You’re buying your first home, refinancing or getting a second mortgage. Do you know what a mortgage broker does and how s/he can help you? More often than not, people don’t know or fully understand, the value of an agent. In short, a mortgage broker shops the market for you and has a strong understanding on mortgage financing rules […]