4 Strategies Retirees Can Use to Avoid the OAS Clawback
Did you know your OAS pension payments could be subject to a recovery tax? Here's what Canada's retirees need to know about the OAS Clawback, plus 4 strategies to help avoid it.
4 Retirement Savings Strategies For Every Canadian (No Matter Your Net Worth)
When it comes to preparing for retirement, it can be tough figuring out where to start. Here are 4 basic retirement savings strategies and considerations every Canadian should make.
Managing a Windfall: How to Be a Good Steward of Your Inheritance
Unfortunately, your inheritance doesn't (usually) come with instructions. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward of your inheritance.
Survey Says: 53% of Canadians Don't Know How Much to Save for Retirement. Here's What to Start Doing Differently Right Now
You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.
Applying For a CPP? 4 Next Steps to Take
If you're getting close to retirement, it may be time to start focusing on your Canada Pension Plan (CPP) benefits. Here are 4 steps you'll need to take in order to start receiving benefits.
Term life insurance can deliver peace of mind - Solutions For Financial Planning*
Important, affordable coverage that can help secure your family’s future. Solutions For Financial Planning, Spring 2021
Budget 2021 — The other shoe hasn't dropped ... yet
[Manulife Investment Management] Finance Minister Chrystia Freeland tabled the 2021 Federal Budget on April 19, 2021. What follows is a summary of budget measures that may be of interest to investment and insurance advisors, and implications for planning using insurance and investments. Read More...
The value of naming a beneficiary - Solutions For Financial Planning*
How some financial products can keep more money in the family. Solutions For Financial Planning, Spring 2021
Home-buying behaviour reflects our changing times - Solutions For Financial Planning*
A new normal has some people rethinking their future homelife plans. Solutions For Financial Planning, Spring 2021
What’s new for the 2021 tax-filing season
Tax season is underway, and Canadians may be facing some unfamiliar terrain. Job losses, side gigs, and working from home were just some of the by-products of 2020.
Five financial tips to start the year off right
The toll that the global pandemic took on the Canadian and global economy cannot be understated, and there will be knock-on effects in both the near and long term. Here are five tips to keep in mind as you plan the financial year ahead.
Holiday giving on a budget - Solutions For Financial Planning*
Gift ideas that won’t break the bank. Solutions For Financial Planning, Winter 2020