The complexity of the financial industry, especially professionals specializing in advisory services, requires the expertise of a financial advisor. The problem is knowing when to
Vivian has no cash in the bank, no TFSAs and no RRSPs and often dips into her $70,000 HELOC to pay expenses A woman we’ll
Short Video Summary Full Video Review Supporting Charts Video Executive Summary Uncertainty is the new normal After the panic sell-offs of the last quarter, many
Just to survive, Helen needs a bigger pool of savings on which to draw In Ottawa, a woman we’ll call Helen, 60, is struggling to
At 60, Abby needs a job or her savings will be quickly eroded In southern Ontario, a woman we’ll call Abby, 60, has a small
In Part 1 of this video Eliott Einarson, CFP and partner at Exponent Investment Management, summarizes the steps of preparing a retirement income plan providing
Eliott Einarson is a regular contributor in the National Post’s Family Finance column, providing retirement advice to Canadians. This situation is about a single woman at the cusp of retirement and looking for solutions to meet her needs. She feels she won’t need her large house and wants to move into a smaller condo. By doing so she can eliminate her mortgage, reduce some expenses and free up some additional cash flow. Eliott works with her on building a retirement income plan that can last well into her 90’s.
In this back-to-basic video, you will learn why you should be investing. Whether it be in stocks, real estate, bonds or even crypto currencies investing
Out of work, couple in early 60s are having to run down savings built over decades of work In Alberta, a couple we’ll call Barry,
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