A Step-by-Step Guide to Conducting a Life Insurance Audit
Many people tend to neglect the insurance part of their portfolio, but it is one of the most important tools you can have as a part of a financial plan.
The Top 5 Mistakes You Should Avoid When Selecting Financial Planner
A financial plan is a strategy you set in order to be able to attain your goals. With a financial plan, you can effectively manage your cash inflow and outflow and other recurring financial responsibilities with the aim of putting you in a better financial position to attain your set financial goals.
10 Reasons to Work with a Financial Advisor
The first step to developing an effective financial plan is meeting with a qualified wealth advisor. Below are 10 reasons that working with a wealth management professional will benefit you and your family.
Health Spending Account: What You Should Know
Health Spending Accounts (HSAs) offer business owners, their families, the leadership team and their families the opportunity to save money, save tax and retain key staff.
Considering Life Insurance? Look For These 5 Things When Comparing Policies
So, you're looking at options for life insurance. Before you make a purchase, make sure you know how to find a policy that meets your specific needs - here are 5 differences you should look for from policy to policy.
You're Biased Toward Your Own Money. Here's What We Can Do About It
No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.
Tax Free Savings Accounts: Using 2021’s Contribution Limits
The annual deposit limit for Tax Free Savings Accounts (TFSAs) remains at $6,000 for 2021, taking the maximum lifetime contribution to $75,500 for an individual.
The Importance of Wellness in Retirement
Wealth alone does not determine how much you will enjoy retirement. It’s a combination of health and wealth that can help you get the most out of your independence and freedom in retirement.
Three stages of the global recovery — an outlook from Manulife Investment Management’s chief economist
Frances Donald, Managing Director, Global Chief Economist, and Global Head of Macroeconomic Strategy explains why she believes the pandemic will play out in three stages and will accelerate macrotrends already at work.
How to Support Local Businesses During a Pandemic
Wondering how your favorite shops and restaurants are going to fare in the pandemic? Here are 7 ways you can support them in the coming weeks.
Tipping While Traveling: The Ultimate Etiquette Guide
You don't have to be a etiquette expert to successfully navigate your travels. Follow these 6 simple scenarios for proper tipping the next time you jet off.
Market Update: Q4 2019
Despite escalating trade tensions between the United States and China, Brexit uncertainty, and a slowdown in the global economy, the year progressed in an unexpectedly pleasant fashion.