1
Feb

Having a Baby

Insurance and Having a Baby Congratulations to you and your baby! You’re euphoric! And when you finally get over the rush, a sense of responsibility settles in. A baby is a big responsibility. There’s nothing bigger. When you begin thinking about your insurance needs now that you have a little one, you’ll want to consider Homeowners and Life Insurance. Homeowner’s

Read more

20
Jan

REDUCE YOUR INSURANCE PREMIUMS WITH THESE STEPS

2016 has been off to a rocky start in Alberta, and the future isn’t looking any brighter. With the increase in unemployment, mixed with the dropping price of oil and a Loonie that looks more like a Peso; savings in everyday fixed costs are more important than ever. While insurance may seem like a fixed cost, this may not always

Read more

7
Feb

Are You an Alberta Snowbird Navigating Through U.S. Financial Territory?

One of the joys of retirement is the freedom to travel. Several of Alberta’s native’s enjoy the Snowbird lifestyle, flying south to America during Canada’s cold winter months. Before you pack your bags and take flight here are some tips to help you keep your money in your pocket and away from America’s Uncle Sam. U.S. Tax Returns If your

Read more

19
May

What happens to my Old Age Security and CPP when my spouse passes away?

Have you thought about what happens to your OAS and CPP when your spouse passes away. Here are a few points to consider: When you are retired and should you pre-decease your spouse, your spouses Old Age Security (OAS) stops and yourCanada Pension Plan (CPP) survivor benefit will reduce. Should you personally be receiving maximum CPP, you would receive non

Read more