The Secrets of Benefits Planning Comments0
In small and mid-sized businesses, there are many common issues that may arise and a number of these problems are related to employee benefits. Recently, I spoke with Roger Thorpe, President of Thorpe Benefits and a specialist in benefits and …
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How to Respond to Market Crashes Comments0
Oftentimes, we hear on the news that the markets have crashed, but bear in mind that the media frequently dramatize events and make it seem as if things are really crazy. While things may become a little hectic, the real …
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Tax-Free Savings Accounts (TFSA)—Myths and Tips Comments0
Today, I want to talk about a relatively new investment tool—the Tax-Free Savings Account (TFSA). The Tax-Free Savings Account was launched in 2009 and many people are becoming aware of it today. But how much do you really know about …
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Long-Term Care Insurance 101–Part 2: The Dos and Don’ts Comments0
In my last blog post, I introduced you to Jennifer Jacobs, the top living benefits specialist in Canada, and sat down with her to discuss the essentials of long-term care insurance. To quickly recap, a long-term care insurance policy is …
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Long-Term Care Insurance 101—Part 1: The Basics Comments0
As a company, IRONSHIELD has embraced the need to include long-term care insurance as part of an overall comprehensive benefit plan. This has brought us in touch with Canada’s most talented experts in the field. I had the pleasure of …
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Important Steps To Financial Freedom: Expenses, Debt and Diversification Comments0
In order to come up with a solid financial plan that focuses on your financial freedom you need to get clear on where you stand right now so you can determine whether or not your current financial state will support …
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What Kind Of Planning Are You Doing For Your Financial Freedom? Comments0
In my last blog post I talked about the nine things you need to know before you can retire comfortably. Make sure to check out the link and read that blog post when you get a chance, there is a …
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Financial Goals VS. Financial Objectives Comments0
In our previous blog post, we discussed how to set yourself up for a successful first meeting with a financial advisor, and how to be sure you’re choosing the right one. The next step in this decision-making process is to …
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