Should you name a child as executor?

Mother, father and their adult children

If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.

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When life changes, so do financial plans

Retired woman standing in living room

One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.

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Are RRSPs still the best choice?

African American couple meeting financial advisor

Some investors wonder if they’ll come out ahead investing in a non-registered account instead of a Registered Retirement Savings Plan (RRSP). But thanks to the significant tax deduction and tax-deferred growth, RRSPs win out.

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The investment factor you can control

Young boy looking at money

You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.

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Assante Hydrostone branch works to create positive change and raise funding for Special Olympics

Motionball Gala Halifax

David Jones and Chris Rafuse have a sixteen-year history of commitment and fundraising for the Special Olympics Canada Foundation. Their latest efforts, for the motionball Halifax Gala, helped raise $60,000.

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Is your home a nest or nest egg?

Senior couple sitting on couch

If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.

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Over 300 women celebrate 10 years of the Joy of Aging

Group photo at Joy of Aging 2018

The Joy of Aging marked its 10-year anniversary by raising over $35,000 for the Domestic Abuse and Sexual Assault Care Centre of York Region Mackenzie Vaughan Hospital.

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How to keep your New Year’s financial resolutions

Young couple on couch using tablet

There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.

 

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The smart way to view an expected inheritance

Family portrait in a forest

It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly.

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Plan now to minimize OAS clawback later

Mixed couple reviewing paperwork

Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.

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