Three Ways to Avoid the Downside of Retirement
October 29, 2021
Focus on what’s ahead of you, not on what’s behind. Keep your eyes off the rearview mirror of life and focus on the road ahead.
Beneficiary Designations and the Importance of Transparency
October 27, 2021
It is more important than ever to ensure that you are transparent with your intentions concerning beneficiary designations.
Could a Home Remodel Increase Your Return on Life (ROL)?
October 13, 2021
Before you break ground on that new swimming pool or extra bedroom, ask yourself these three questions.
When Getting Married Meets Your Financial Plan
October 7, 2021
Don’t wait until after the honeymoon to have these four important financial discussions.
The Settlement Process – What Your Beneficiary Can Expect
September 29, 2021
What happens when that time does come and your beneficiary needs to claim the proceeds of your life insurance policy?
Should You Relocate After Becoming an Empty Nester?
September 22, 2021
Empty nesters should discuss these three questions with their spouses to decide if downsizing could be the right move.
Shining a Light on Seasonal Affective Disorder (SAD)
September 16, 2021
Did you know that nearly 10 percent of Canadians ages 12+ are affected by a mood disorder?
Downshift Your Worklife to Improve Return on Life (ROL)
Here are three reasons why reducing your work hours could help to ease your transition into retirement.
Yes, You Might Actually Enjoy a “Working” Retirement
September 9, 2021
An important part of your retirement plan is a discussion of the benefits of working, regardless of age.
Balancing Your ROL with Your Parent's ROL
August 23, 2021
This blog contains four steps that will help you cover your parent’s needs without throwing your own retirement planning off course.
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.”