Retirement Planning

If you or someone you care about is nearing retirement, it's only natural to have questions about what lies ahead.

To help address these concerns, Peter Wouters from Empire Life Investments shares valuable insights in their 'Life & Money Matters: Four Retirement Questions for Retirees' video.

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The Fourth Industrial Revolution

We are in the midst of an era marked by transformative change! With so much happening around us, you might be wondering how that will affect your investment opportunities.

Empire Life provides a comprehensive overview of where we came from, where we are, and where we are going. Discover a positive perspective on the investment opportunities out there.

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How will the upcoming U.S. Election Impact your U.S. Portfolio?

 

A historical election will be taking place in the U.S.A. on November 5, 2024. How is that going to impact your U.S. portfolio?

Take a look at what investment analysis reveals about stock market trends in election years and portfolio considerations for you as an investor.

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Diversifying your Investment Portfolio

 

When investing, it is always a good idea to use a diversification strategy. This last decade has tested the faith of fixed income investors. It may well be that the pendulum is now poised to swing the other way.

In the article from Canada Life entitiled "Bonds are Back", read on to gaid perspective on this tremendously important asset class and some of the opportunities it presents.

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The Importance of Estate Planning

It is a difficult but extrtemely important topic. The fact is, none of us will live forever. If we wish to ease the burden on our loved ones, is is a very good idea to be inforce of, and prepare for our inevitable end.

Sun Life offers a number of ideas in their article, "How much does a funeral cost?" With this article, we encourage you to read, learn, and discuss estate preservation with your trusted MWFS Account Manager.

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Semi-Retire with Confidence

Retirement today is vastly different from what it was for previous generations. As we grow older, work often shifts from being primarily about earning income to being more about maitaining connections and finding personal fulfillment. Semi-retirement could be a great option to explore. But what exactly does semi-retirment entail?

For a comprehensive overview and valuable insights, check out Canada Life's guide, "What is Semi-Retirement? Learn How to Semi-Retire with Confidence."

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Retirement Planning Essentials for Women

As many of our clients approach or are entering retirement, it's crucial to examine the different factors involved. One key consideration is whether retirement experience vary between genders.

While there are some similarities, there are also notable differences. To delve into these variations, we invite you to read Beneva's article, "Retirement Planning... For Women."

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How will a Reduced Key Interest Rate Affect your Finances

In February 2022, the Bank of Canada (BOC) interest rate was 0.25%. Over the following 17 months, it surged to 5.00% by July 2023. However, in June and July of this year, the rate decreased by 0.25% each month, settling at 4.50%. Many economists and portfolio managers believe that Canadian interest rates are likely to continue their downard trend.

For a deeper understanding of how a lower key interest rate could impact your finances, check out iA Financial's insightful article, "How Will a Reduced Key Ineterst Rate Affect Your Finances?"

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Should I buy Life Insurance for my Child?

If you have children and even grandchildren, you may consider how you can help them plan for the unthinkable, guarantee their insurability, and support their future. Have you though about providing them with insurance coverage?

Canada Life Insurance offers insights as to why this may be a valuable option.

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When's a good time to start collecting your CPP/QPP and OAS benefits?

After working your whole life, you are (or someone you love is) about to start a new phase of life: retirement!

How will you manage financially? You have questions. Your Account Manager has answeres. To get some ideas before meeting with your Account Manager, you may wish to consder Sun Life's article.

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