Data tokens on this page

Financial Solutions

Financial Solutions

AN ACTION PLAN FOR LONG - TERM CARE

Many people put off creating a long-term-care plan. This step-by-step guide can
help you get over inertia, dread, or both.

A PRIMER ON SPECIAL NEEDS TRUSTS

April 13, 2025

If you have a disabled child or loved one that you wish to support without disqualifying them for the benefits of public aid, a special needs trust can be a valuable solution.

LIFE INSURANCE IN RETIREMENT: WHO NEEDS IT?

March 16, 2025

There are cases where owning life insurance in retirement makes sense.

HOW TO ASSESS YOUR INSURANCE NEEDS

May 27, 2025

You manage risk at the portfolio level; here is how to address it in other parts of your plan.

WHAT IS LONG-TERM CARE INSURANCE? 

November 16, 2024

If you are concerned about the quality of life you will have as you age, it is important to explore what you can do now to maintain control over the type of care you receive in the future.