Desjardins Financial Security
Articles - Financial and Estate Planning

 

  • Insure your Lifestyle Stays on Track, just the Way you Planned it
    You have plans and that's good. Plans for your life as it is today and as you want it to be in the future. Plans for enjoying the retirement of your dreams. But what would happen if you were suddenly thrown off track by an accident or serious illness? (Source: The Guardian (Charlottetown))

 

  • Be sure to name beneficiaries
    Q: My partner and I have been together for four years. We recently had our wills prepared. We have left each other an amount of money out of our respective RRSPs. If my RRSPs are with a major financial institution and are left to estate as the beneficiary, will my partner still be able to get his amount tax free?
  • Insure for the right reasons, amount
    Over the last month, we have talked about life insurance, the types of personal and business situations that give rise to a need for insurance, and the differences between term and permanent insurance.
  • Firms need life insurance too
    Last week, we talked about how to calculate life insurance needs for a family breadwinner. Have you done your calculation?
  • Making Financial Resolutions
    The start of a new year is the perfect time for setting fine goals. You've made resolutions about your health, like stopping smoking or reducing your intake of trans-fats. But what will you do about your financial health? Here are a few ideas that could be to your advantage.

 

  • Estate planning is essential
    In an ideal world, much of estate planning wouldn't be necessary because the surviving family members would simply divide everything equitably and that would be that. (Source: The Moncton Times and Transcript)

 

  • Would You Be My Executor?
    This article provides information on the role of the executor, the resources available to assist him or her, and how executors are appointed.

 

 

 
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