by afa | Sep 1, 2021 | Blog, Debt, Family, life insurance
Post-secondary education can be expensive, however, having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easier to make financial decisions that align with your goals...
by afa | Aug 2, 2021 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account
As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
by afa | Jul 2, 2021 | Blog, Estate Planning, Family, life insurance
Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. We’ve put together an infographic checklist that can help you get started...
by afa | Jun 2, 2021 | Blog, Insurance, life insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would betaken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
by Legacy Wealth | May 4, 2021 | Blog, buy sell, Critical Illness Insurance, Disability Insurance, Group Benefits, health benefits, incorporated professionals, Insurance, life insurance, travel insurance
For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the...
by Legacy Wealth | Mar 2, 2021 | Blog, Group Benefits, life insurance
Group Insurance vs Individual Life Insurance “I already have life insurance from work, so why do I need to get it personally?” or “Work has got me covered, I don’t need it.” While it’s great to have group coverage from your employer or association, in most cases,...
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