May 29 2017

Good Estate Planning Articles

Good Estate Planning Articles

Estate Planning

Estate Planning : It’s about more than who gets your castle!

Below is a collection of what I consider good educational articles about estate planning.

Estate Planning: When There Isn’t a Will… What is the Way?

Creating a will can be an emotional experience, however not having one can cause greater emotional turmoil for those left behind…but according to a recent study, half of Canadians (50 per cent) do not have a will, a crucial step in allocating assets after death…read more.

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May 15 2017

Good Risk Management Planning Articles

Good Risk Management Planning Articles

Below is a collection of what I consider good educational articles about Risk Management Planning.


Life insurance: Is “Term Life” always enough?

Most families are better off buying cheap, straightforward term insurance, but there are situations where universal or whole life policies make sense..…read more

Disability and Critical Illness Insurance: Preparing for the worst

If you had a crippling accident or were diagnosed with a critical illness tomorrow, would your family be able to cope? …read more.

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Mar 01 2017

Travel Insurance Rider for Hockey Players

Travel Insurance Rider for Hockey Players

I know a lot of individuals who travel to the US for hockey tournaments or exhibition games.

Last year, TuGo Travel insurance added a “rider” for sporting events like hockey to be covered. A “rider” is an addon to a basic travel insurance policy.

In a recent discussion with my associate at TuGo,  he mentioned the following.

“Hockey, recreational or professional is covered with the “Contact sports rider”. The rider is required for anyone participating in, coaching, teaching, training or practicing  on behalf of a registered team, league, association, club or while competing in a registered tournament, competition or sporting event even when not professional. Unless the client is under 18 then he does not need the rider.”

Click here to download the Optional Sports Coverage PDF which provides more details on this rider. Additionally, it lists not just “contact sports” but also “adventure” and “extreme” sports that you may consider participating in when you are outside Canada.

 


 

If you are in need of travel insurance, I would appreciate the opportunity to provide a quote.  I can do the application directly with you over the phone and accept credit card payments for this service. If you prefer to do a quote yourself, here’s a link to one of my prime travel insurance partners, that I am contracted with. Click here for TuGo Travel Insurance.

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Jan 14 2017

Good Retirement Income Planning Articles

Good Retirement Income Planning Articles

 

Below is a collection of what I consider good educational articles about Retirement Income Planning.

 

 


Why You Should Think ‘smile’ When Planning Your Retirement Spending Path

A phenomenon called the “retirement spending smile,” whereby expenses often decline during the early years of retirement, before reaching an inflection point and rising in the second half of retirement — in the shape of a smile.…read more

Best to Consult a Financial Adviser for Retirement Assessment

Where will your cash flow come from after you have retired? There are government pensions, your personal savings and, if you’re lucky, an employer pension plan...read more.

The four reasons that retirement is costing Canadians more than ever

Retirement is getting more expensive for Canadians and it has been for quite a while. But despite soaring prices for some popular items at the grocery store, the broader cost of living is not the prime culprit. Rather, retirement is costing  more due to four primary factors, namely, longevity, pension trends, interest rates and investment fees….read more.

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