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Be well-informed.

Income Protection

Nest egg
Nest egg
Oct 2, 2018
Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.
Business people meeting and using tablet at coffee shop
Business people meeting and using tablet at coffee shop
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.
Chart showing market volatility
Chart showing market volatility
Jun 27, 2018
If you’re retired or about to retire, market volatility is something you want to guard against. But if you’re in your wealth accumulation years, volatility has a silver lining.
Retired couple in flower field
Retired couple in flower field
Feb 6, 2018
Visions of retirement are quite different from person to person, but the financial planning to get there is similar for everyone. Here are five essential items on your pre-retirement to-do list.
Fraud prevention for seniors
Fraud prevention for seniors
Nov 29, 2017
The doorbell rings and an uninvited contractor tells the homeowner a repair is needed urgently and a payment is needed up front. Seniors are frequently targets for scams like these – they’re often home during the day and may be more trusting. Here are five popular scams to watch out for. 
assante life
assante life
Sep 24, 2016
The 2016 Federal Budget may have done away with the Family Tax Cut, but there are still many viable ways to transfer your income to a lower-income family member – and save. Here are seven strategies to consider.