The last published articles
Just like moving into your first apartment requires preparation, starting your wealth management journey needs a solid foundation. Proper planning and the right tools are essential to achieving your financial goals. Here are the must-haves to get off to a good start. 1. A Clear and Realistic Budget: The Foundation of Everything Before thinking about…
By Sun Life Staff If you’re saving for retirement, it’s likely in a registered retirement savings plan (RRSP) or employee pension plan. But are you saving enough? Start with 10 questions to find out. There are differing opinions in financial planning about what percentage of income Canadians need to save for retirement. Recommendations run from 40% up to 70% of…
By Jillian Stinson / Sul Life Discover how a Tax-Free Savings Account (TFSA) can maximize your retirement income and tax efficiency. Explore the key benefits of this powerful financial tool. Registered Retirement Savings Plans (RRSPs) have long been a popular choice for retirement planning. Canada’s other pillar of savings, the Tax-Free Savings Account (TFSA),…
By Sheryl Smolkin and Sun Life Staff Chances are you’ve never considered the potential costs of long-term care. But as you get older, the odds of your needing that care will increase. You’re healthy now, and that’s great news. But what would happen if you developed a severe and disabling condition, a degenerative illness or…
By Joy Blenman / Sun Life You may be in the pink of health – or just going away for a day or two. But accidents can happen. Here’s what you need to know about travel insurance in Canada and abroad. Imagine you’re on vacation in the Caribbean. The sun is warm, the water…
