The Simple Rule That’s Not So Simple I came across an article recently entitled “The simple rule that keeps income flowing during retirement “ and thought I would present an alternate solution for the retiree using a life annuity. To ensure that the retiree doesn’t run out of money over their lifespan (from age 65 to age […]
Portfolio Insurance for Estate Planning Investments When you invest in the stock or bond market, your are planning for a gain but there is also the possibility of loss. If your investment objective is to protect the capital and potentially pass the proceeds on to your beneficiary after your death, you may want to consider segregated funds. Segregated funds, offered by […]
Credit Card Travel Insurance Coverage I have heard stories whereby consumers thought they had emergency medical travel insurance through their credit card when in fact they didn’t or it had specific limitations they were not aware of. Don’t make that mistake and review what coverages you have. As a financial planner who offers specific travel insurance […]
Travel80 Term Travel Insurance – The one travel product you’ll ever need Do you travel often or plan to do so. Is frequent travel outside the province part of your life or possibly part of your future plans? If you are in habit of buying travel insurance every time you plan to go on a trip, it can […]
Annuity Payment Estimator This article provides a rough guide on how much an annuity pays based on several factors. Step by step instructions for the annuity payment estimator are provided below the table plus a example. Please note that this information is current as of the date and time posted and is subject to change without notice. […]