by Simplified Financial | Oct 3, 2019 | Group Benefits, Insurance, Investing
The type of policy has no bearing on the beneficiary designation, whether the policy is Whole Life, Universal Life, or Term Insurance. However, be sure to legibly list the correct names of your beneficiaries on all your group, life, and investment policies. Otherwise,...
by Simplified Financial | Dec 10, 2018 | Group Benefits, Investing
If you are a Canadian with a disability or are a Canadian with a child who has a disability, there is additional support from the Government of Canada available to you that you may not know about. If you are a Canadian resident that qualifies for the Disability Tax...
by Simplified Financial | Nov 8, 2018 | Investing
We are constantly hearing the question of how much will I need in my retirement and will I have enough. The question, though scary for many, is not always easy to answer, there is no one single or correct answer. We have learned that not all people are equal and...
by Simplified Financial | Oct 1, 2018 | Investing
Converting your RRSP’s into RRIF’s is taking your wealth and turning it into income. Some key things you should know about RRIF’s: You can open a RRIF anytime up until the end of the year you turn 71. You can also open one by simply transferring money from your RRSP,...
