Thankfully, Canadians have been getting vaccinated by the millions. We want to get our lives back to normal, and that makes all of us look with hope to the future.
Interestingly, a “look to the future” also describes much of wealth planning, and it’s a theme that runs through every article in this issue of Well-Advised.
If you have children at home, part of the future you’re planning for is their post-secondary education. The article on Page 2 explains why it’s important to regularly monitor your Registered Education Savings Plan (RESP).
When you reach your final working years, your look to the future includes preparation for retirement. The article on Page 1 discusses how managing your nest egg may change when you’re in the home stretch.
Once retirement arrives, you may be wondering if you still need to protect your future with life and health insurance. We answer that question in the Page 3 article.
On Page 4, two articles look at different aspects of planning your estate. One article examines a specific situation that involves equalizing inheritances among children. The other explains the importance of preparing your executor for their role.
We hope that you and your family have a pleasant summer. Please get in touch whenever we can help you with your wealth management program.
Download the newsletter here >> Well-Advised Summer 2021
Ted, Eric, Rob and Chris
Thomson Financial Partners