Submitted by MWFS on Fri, 12/06/2024 - 11:04
There is a lot involved in caring for an older loved one. It's just as important to be kind to yourself as it is to the person you are caring for.
IA Financial offers a fascinating short article on the may facets of becoming a caregiver. Of course, you may also wish to speak to your MWFS Account Manager about the tax benefits of being a caregiver!
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Submitted by MWFS on Fri, 12/06/2024 - 10:54
The older we become, the more important health issues and their associated costs matter. While our medical system provides coverage for many services, there are numerous expenses that remain uncovered.
To learn more about Health and Dental Insurance coverage, refer to Manulife's CoverMe Blog. Speak to your MWFS Account Manager if you have questions regarding the tax deductibility of health costs, including such insurance coverage.
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Submitted by MWFS on Fri, 12/06/2024 - 10:09
The holidays are a great time to spend with and think about those we love. While this season invites fond reflection, it may also spur you to action.
Are your 'wishes' perhaps made years ago still relevant today? Do you have new desires? In their blog, Beneva offers key considerations for you life insurance policy(ies).
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Submitted by MWFS on Wed, 10/30/2024 - 16:08
You have worked hard for your money. You understand what it took to accumulate wealth. However, you might worry that you adult children do no share the same financial diligence. When the time comes to pass on your estate, how can you ensure your hard-earned assets are managed wisely?
Fortunately, there are alternatives that allow you to support them while encouraging financial responsibility. Equitable Life outlines the details of a Gradual Inheritance Strategy.
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Submitted by MWFS on Wed, 10/30/2024 - 16:07
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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Submitted by MWFS on Wed, 10/30/2024 - 16:06
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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Submitted by MWFS on Thu, 10/03/2024 - 11:53
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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Submitted by MWFS on Wed, 10/02/2024 - 17:16
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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Submitted by MWFS on Wed, 10/02/2024 - 17:11
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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Submitted by MWFS on Fri, 08/30/2024 - 09:55
