Envision Retirement -- Even if You Don't Want To
August 17, 2021
Where some retirees see carefree days, you might be staring at a blank calendar worried that you're going to go crazy without tasks that fill you with purpose.
Are you Getting the Best Return on Life Your Possibly Can?
August 10, 2021
It’s important to balance return on investments (ROI) with return on life (ROL). ROL is defined as, ‘How well you are doing in living the life you want, with the money you have.”
Love and Money
August 4, 2021
This blog has a few insights to help you keep those love lights burning and your pocketbooks full without added strain.
Building a Fulfilling Schedule in Retirement
August 4, 2021
Your RRSPs and TFSAs haven’t magically grown all by themselves. Your nest egg is the result of years of planning and hard work.
A Holistic and Proactive Approach to Your Employees’ Wellness
July 21, 2021
The ways in which we understand and approach issues related to mental health in society, and in the workplace, are constantly evolving.
Things to Consider When Renewing Your Term Insurance Plan
July 14, 2021
When it comes to choosing life insurance, term insurance offers several benefits including simplicity, predictability and affordability.
Develop an Estate Plan to Give Your Family a Great Return on Life (ROL)
July 12, 2021
Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s unique dynamics and your values as you lay the foundation for a generational legacy.
Life vs. Living Benefits: Consider the Differences
July 7, 2021
When you apply for life insurance it pays a benefit upon death while a living benefit product pays a benefit upon a disability or illness. The insurance company’s analysis of your risk, and its impact on the insurance premium you pay, depends on the type of product you choose. Let’s take a look at how an insurance underwriter may assess your risk for the different coverage types…
Use Your Daily Schedule to Increase Your Return on Life (ROL)
July 5, 2021
When you're working, raising kids, and struggling to find time to take a run or read a book, it's common to feel like your days keep getting away from you. Mixing a few of these hacks and habits into your schedule can help you take back some control of your time and meet your personal and professional responsibilities with more energy and purpose.
Could a Career Change Increase Your ROL (Return on Life)?
June 22, 2021
If you only enjoy the money you earn on weekends and holidays, it might be time to rethink how you’re earning your money.
Sure, no one loves absolutely everything about their job. And the older we get, the more pressing our financial responsibilities tend to become. But a career that’s personally and professionally rewarding is often more attainable than people realize.
Here are four ways to find a job that will grow both your nest egg and your Return on Life.
Don't Let Lifestyle Inflation Reduce Your ROL (Return on Life)
June 15, 2021
Don't Let Lifestyle Inflation Reduce Your ROL
The large amounts of money that our government has spent on pandemic relief and is proposing to spend on infrastructure projects has raised some serious concerns about inflation. But now that the country has started to reopen, lifestyle inflation should be a more immediate concern for most folks.
After a year of lockdowns, cancelled vacations, and missed celebrations, we're all excited to enjoy life a bit more. Many of us have also transitioned to new, more lucrative careers or are experiencing household budget surpluses due to staying home. These tips will help you manage your enthusiasm and money flow so that you don't do any long-term damage to your financial planning.
Choosing Insurance that Grows with You
May 26, 2021
Life is ever changing and so are your insurance needs - what you need today may be different than what you may need tomorrow. Your conversation with your insurance Advisor and your insurance options will definitely change depending on your stage of life, and while it’s important to look at your needs today, it is equally as important to look at what you will require in the long term.