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Defining your legacy: A women’s perspective
If you’re married, you may own many of your financial assets jointly with your spouse, which can help simplify things...
Instant replay: Unretirement and the new retirement
In February 2022, the greatest quarterback of all time announced his retirement from professional sports at the age of 44....
School’s out: What happens to your RESP if your child doesn’t go to school?
Many Canadian parents and grandparents plan to cover at least some portion of costs related to their child’s/grandchild’s post-secondary education....
Received an inheritance? Here’s what to do next
According to estimates, about $1 trillion will be transferred from one generation to the next between 2016 and 2026.1 Have...
Defining your legacy: A women’s perspective
If you’re married, you may own many of your financial assets jointly with your spouse, which can help simplify things...
PenFinancial Credit Union officially opens new branch in Niagara Falls
PenFinancial Credit Union hosted an official opening ceremony on May 24th for their newest branch at 7190 Morrison St. in...
Financial Checklist for Newer Parents
If you’re a new parent, or even if you’ve been one for a little while, you’re no doubt filled with...
Father’s Day Gifts for Your Children
If you’re a dad, you may be in line to get some nice gifts on Father’s Day. But your greatest...
Time For Some Financial Spring Cleaning
Spring is here and for many that means a fresh beginning and the time to spruce things up. This year,...
How can you meet your short-term goals?
Why do you invest? If you’re like most people, you’d probably say that, among other things, you want to retire...
Ensure You’re Properly Insured
There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has...
Pre-retirees: Plan now for health care and long-term care costs
If you’re close to retirement, you’ll have several financial issues to consider. But you’ll want to pay attention to one...
RRSP or TFSA: Which one makes sense for you?
At first glance, many investors are left wondering whether they should invest in a Tax-Free Savings Account (TFSA) or an...
Strategies to save for your children’s education
One important financial goal you might have is saving for your children’s post-secondary education. But, this is likely not your...
Five smart options for your tax refund
You may not get much of a thrill from filing your taxes, but the process becomes much more enjoyable if...
What Does an Unplanned Career Transition Mean for You?
It is not an easy task to be faced with an unplanned career transition, such as a facility closure or...
Do you and your partner share the same vision for retirement?
You and your partner may agree on many key issues facing you at your current stage of life, such as...
Retirement planning: Where does family fit?
When many Canadians think about retirement planning, we often don’t think about how retirement impacts more than just ourselves. Families...
Ranking your goals: A smart move
Like most people, you may have several financial goals. But can you reach them all? It would be simple if...
Talk to your spouse about your retirement vision
If you’re single, your retirement goals are your own – you don’t really have to consult with anybody, and you...
