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Think you’re too young for life insurance? Buying early can help save on premiums
Buying life insurance in your 20s can feel like an added cost to an already long list of expenses. But experts say it can safeguard loved ones if life doesn’t go as planned.
The pros and cons of retired grandparents moving closer to their families
While many grandparents are eager to move closer to their families in retirement, some may eventually tire of a life of babysitting and chauffeuring, and miss their old social networks.
Simplifying Your FInancial Life & Mindset with Andrea Thompson from Modern Cents
Raise your hand if you find money overwhelming, even a little. Most of us do or have at some point because none of us were taught about how to understand, use or manage our finances.
This week's guest, who happens to be one of my best friends, Andrea Thompson from Modern Cents, is going to help simplify them for us.
This week's guest, who happens to be one of my best friends, Andrea Thompson from Modern Cents, is going to help simplify them for us.
Should Melissa, 60, sell her condo or keep it as an investment property?
Melissa also has to consider the potential difficulty of owning property so far away and while she is out of the country.
Help to keep vacation budgets in check
Vacations are important, but they shouldn't leave clients with months of credit card debt.
Can Judy, 62, afford to join Charles, 64, in retirement this summer?
Short term, Judy and Charles want to pay off a $15,000 line of credit and travel extensively 'in the early years of retirement,' Judy says.
Can Thelma, 61, retire soon without cutting back on her spending?
As protection against financial market volatility, Thelma may want to discuss a 'bucketing' strategy with her adviser to ensure there are enough cash and cash equivalents to safeguard one to three years of required portfolio withdrawals, experts say.
What to do when a prospective client asks for a second opinion
Some clients seek a second opinion when they're looking for a broader product offering or feeling anxious about their portfolio performance, but relationship issues with advisors are an even bigger driver.
Do you have the discipline to FIRE?
People have been dreaming of early retirement since the days of Freedom 55, but to the FIRE crew, that magic number is closer to 40.
Partnering like a pro
In this new column, we look at how two professionals benefit from working together — and what you can learn
The ins and outs of cross-border financial planning
If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. While the topic can seem daunting, it's important to understand what your responsibilities are and who you can turn to for help. In the video below, we chat with Andrea Thompson, a cross-border planning expert and founder of Modern Cents, an advice-only financial planning firm. Andrea shares valuable insights into navigating these challenges and ensuring financial peace of mind.
Mary, 46, worries that being a renter will hurt her retirement plans. How much should she be concerned?
Mary is 46 and single again. Her son is 13. They live in a rental apartment in British Columbia.
Tax return software makes filing easy, but knowing when to hire a professional is key
How to know whether to hire a tax professional
Comprehensive vs. targeted financial plans – advisors weigh in
Some clients may be overwhelmed if advisors roll out a comprehensive plan all at once.
Why some young people are ‘soft saving’ – and what that means for their future
Many are eschewing the traditional life path of getting a job, saving for a mortgage, working until 65 and then retiring in favour of a much more adaptable approach that prioritizes enjoying life and downplays homeownership as a financial priority, while saving a bit for the future.
Budgeting for a cross-country move takes preparation and flexibility
Moving provinces? Here's what you need to know
Helping clients take on the coast FIRE challenge
Advice-only financial planner highlights nuances, complexities from embracing radical retirement philosophy
With lower salaries and less remote work, the job market looks very different: ‘Now probably isn’t the best time to make a leap’
Jerome Jones inside his home in Chatham, Ont., on Oct. 27. Jones is looking for a new job and finding the market slower than previous times.
Case Study: Modern Cents
We had a great conversation with Andrea on her experience using SideDrawer as her client engagement tool for her advice-only practice. Andrea started Modern Cents about a year ago after working on Bay Street, and had to find a tool that addressed a number of her needs - efficiency, security, and client experience.
Can Alan, 53, generate enough dividend income to retire comfortably in seven years?
The Financial Facelift - Alan's long term goal is to increase his investment portfolio so that it generates $65,000 a year in dividends.
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