Randy Soon, Life Insurance Specialist, NORCU Insurance discusses the financial implications of having to fund long term care for an elderly relative and the insurance options that are available to help fund this.
"Choosing a trusted and knowledgeable financial advisor is one of the most important decisions you will make. Here is a Top 10 list of what to look for."
"Deciding on a mortgage is a complicated process. While rate, of course, tops the list of what to look for, there are other important mortgage features that not everyone considers. They can help you become mortgage-free faster."
: "One of the key questions people should ask when they first start to work with a financial planner or investment advisor is how they get paid for their services. There are basically four types of compensation plans for advisors. You want to ensure you have the right fit with your advisor, that you trust him or her, and that your relationship is collaborative and beneficial."
"Many people who reach their fifties enter a new stage of life. The reason why you to took out life insurance may longer exist. There are however new reasons why you may wish to take out life insurance even at this stage"
People at all income levels at various stages of life often look to supplement their salary with income from their various investments. But it is important to understand the various types of investment income and the tax implication for each.
The decision whether to go with a fixed or variable rate mortgage can be difficult, since there are pros and cons to each. Learn about the two main issues to consider and alternative types of mortgages that are a little of each.
Speaker: Kristine Skinner, Financial Advisor, North Shore Credit Union
With mixed economic news and market volatility, a full portfolio review can help you determine the right investment mix.
Speaker: Kelly Gares, Investment Specialist, North Shore Credit Union
It's hard to know when to lock in or for how long; learn how systematic term deposit laddering can benefit you.
Speaker: Kelly Gares, Investment Specialist, North Shore Credit Union
Everyone needs an estate plan; learn seven key steps to help ensure your loved ones are looked after.
Speaker: Kelly Gares, Investment Specialist, North Shore Credit Union