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Fees Matter!

January 3, 2019

When it comes to investing for retirement, keep an eye on the fees you pay because, over time, they can have a significant impact on the value of your portfolio. 

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woman doing her finances

NEW YEAR A GOOD TIME TO REVISIT FINANCES

January 7, 2019

The new year offers many new opportunities for lawyers, including the chance to develop a clear picture of personal finances with an eye to planning for the future, says Dawn Marchand, vice-president of marketing, product and direct distribution for&nb

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Silhouette trying to reach a high target

Setting your retirement income target. Is 70% too high? 

January 4, 2019

Having too much income in retirement is not a problem. Having too little is definitely a problem. Somewhere in between is a mystery number called “enough”.

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New Year resolutions

Top 3 New Year’s Financial Resolutions

January 1, 2019

Many of us make New Year’s resolutions but few of us actually keep them!  That’s okay … the more often we think about lifestyle improvements, the more likely we are to actually implement some. Here are three financial resolutions to consider.

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Buckets filled with expenses

Your Retirement Budget is based on your Retirement Type

December 6, 2018
Work-related expenses will disappear but other expenses in retirement generally fall into three buckets. Allocating some money to each is a step in the right direction toward a stable and predictable retirement.
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TFSA

You can contribute more in your TFSA for 2019

November 29, 2018

The Canadian Government has raised the Tax-Free Savings Account (TFSA) contribution limit to $6,000 for 2019. Up from $5,500 in 2018. 

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Snowbirds: take heed before taking flight

November 26, 2018

Taking steps to ensure your travel, home and auto insurance coverage is sufficient can contribute greatly to worry-free extended stays in the United States, says Dawn Marchand

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CPP Infographic preview

Don't Start CPP Until You're 70!

November 20, 2018
Is it worth the money to delay your Canadian Pension Plan (CPP) payments until the last possible moment? Respected Canadian Actuary and Author, Frederick Vettese believes that long-term gains make the wait worthwhile.
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Fall 2018 Newsletter

November 7, 2018

Includes:

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Prepare for changes to accounting for WIP on taxable income

October 29, 2018
How will the change on accounting and costing of WIP affect law firms?
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Lawyers Financial Advisory Services Inc. (LFAS) is licensed to sell life and accident & sickness insurance across Canada. LFAS is a wholly owned subsidiary of Lawyers Financial and promotes and distributes Lawyers Financial products and plans across Canada.

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