May 12, 2015

In Praise of Mothers

Estimated reading time:  45 seconds

Happy (Belated) Mothers Day!

This post is dedicated to my late mother Frances Halpern, of blessed memory, who passed away at age 82 in 2007 after many years of failing health.

April 30, 2015

All in the family

Estimated reading time: 40 seconds

I was a guest speaker last month at a Toolbox Seminar hosted by Toronto-based lawyers Gardiner Roberts LLP.

My presentation "Creative Uses of Life Insurance in Family Business Buyouts" was attended by a few dozen lawyers, accountants and other planning professionals.

March 10, 2015

How Much is Enough?

Estimated reading time: 40 seconds

Wallis Simpson, the Duchess of Windsor famously declared "You can never be too rich or too thin."

When it comes to receiving payouts on insurance claims, I have yet to hear someone declare

“I had too much insurance” when I deliver the cheque.

February 9, 2015

RRSPs and Hypnosis

Estimated reading time: 30 seconds

RRSP season is now in full swing.

We are inundated with soothing ads encouraging us to save now for a dreamy retirement with an RRSP.

November 21, 2014

Free Money                                                                      

Estimated reading time: 60 seconds .

Here are 3 ideas to help you find money, make money and save money.

1 - Find Money

October 30, 2014

A real deal at the big box store?

Estimated reading time: 40 seconds

People like me shop at big box stores for good deals on many useful products.

From tires to toilet paper, consumer-friendly pricing explains the packed parking lots and overstuffed shopping carts.

October 2, 2014

Strategies for kids with special needs

Estimated reading time: 60 seconds

The grandparents of a special needs child contacted me recently wanting to do something “different” to provide for their grandson and his parents.

The boy was born with a severe disability requiring special care - an emotional and financial challenge for any family.

August 22, 2014

Best Doctors got BETTER

Estimated reading time: 50 seconds

You’ve probably heard of Best Doctors - widely known for medical advisory services and second opinions. Best Doctors has been available for individuals and as an add-on for group benefit plans.

Founded by Harvard Medical School physicians in 1989, Best Doctors operates globally from its base in Boston, affiliated with Centers of Excellence around the world. With the help of more than 53,000 medical experts, they help patients navigate the healthcare system ensuring the right decisions and the right care.

May 9, 2014

CBC Marketplace strikes again

Estimated reading time: 45 seconds

CBC Marketplace has warned consumers again about Canadian banks offering imperfect advice and unfriendly insurance products.

They went undercover seeking financial advice from the country's top 5 banks and financial institutions….and….spoiler alert….the results are scary.

April 9, 2014

Tax Time Blues - Be Prepared

Estimated reading time: 35 seconds

After a long and miserable winter, Canadians now face the annual dread called tax time.

Some taxpayers are in ‘search and sort’ mode right now, looking for the receipts and documents required for their personal income tax return.

March 21, 2014

Charity begins at the office

Estimated reading time: 30 seconds

I love my job!

It allows me, on a daily basis, to help people get properly protected from whatever lies ahead.

March 12, 2014

5 Reasons why insurance companies don’t want you to review your policies

Estimated reading time: 30 seconds

Everyone knows that insurance companies pay attention to details.

The degree of due diligence they exercise before issuing a life insurance policy often includes a careful review of your driving record, financial profile and family health history.

January 22, 2014

Resolutions for 2014 - Get Your Financial House in Order

This is the only time of year when people make all kinds of promises to themselves; solemn vows to quit smoking, lose weight, exercise more, work less, work more, become more spiritual, etc.

Consider adding this resolution - get your financial house on order.

Use this list to get started.

December 30, 2013

Reflect and Protect

Estimated reading time: 25 seconds

Another year has quickly flown by….and way too fast!

Have you noticed that time moves faster the older we get?

November 20, 2013

Lisa’s Journey of Hope

Estimated reading time: 30 seconds

Lisa Glennie was a vibrant radio advertising sales rep at a Toronto station.

We met several years ago when I became her client.

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