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Navigating Tax Deductions for Life Insurance Premiums

September 2, 2024

Considering that the proceeds of a life insurance policy are received tax-free upon the death of the life insured, it is not surprising that the premiums for the policy are not tax deductible. There are two circumstances, however, where premiums would be deductible for income tax purposes...

Understanding Early CPP: When and Why to Consider It

August 1, 2024

New Rules governing the Canada Pension Plan took full effect in 2016. Under these rules, the earliest you can take your CPP Pension is age 60, the latest is 70. The standard question regarding CPP remains the same - should I take it early or wait?

Critical Illness – Are You Protected?

July 3, 2024

Medical practitioners today will confirm what Dr. Barnard observed – the lower your stress levels, the better the chances for your recovery. When one is ill with a serious illness, having one less thing to deal with, such as financial worry, can only be beneficial.

Strategies for Multi-Generational Planning

June 12, 2024

The Sandwich Generation, coined by Dorothy Miller in 1981, describes adults caring for both aging parents and their own children. This dual responsibility is emotionally and financially draining. Effective financial planning is crucial, involving open discussions about family resources, life insurance needs analysis, disability and critical illness coverage, long-term care insurance, and drafting a living will. Addressing these issues can alleviate stress and ensure financial security for all generations.

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Working with you at every stage of your life.

Latest News

Navigating Tax Deductions for Life Insurance Premiums

Understanding Early CPP: When and Why to Consider It

Critical Illness – Are You Protected?

Strategies for Multi-Generational Planning

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