Financial Freedom Insights
Smart Strategies For Building Wealth And Giving Back
We want to make financial topics easy to understand and help you take control of your financial future. With tips on smart saving, investing, budgeting, and even philanthropic planning, we’ve got you covered. Our goal is to give you the tools and knowledge to feel confident about your financial journey—while also making a positive impact along the way!
Will You Retire at the Same Time as Your Spouse?
You may think the vast majority of couples retire at the same time. However, the last time Statistics Canada reported on Canadians retiring together or not, only about 30% of couples retired together.1 Also, an Ameriprise Financial survey conducted this year showed that a majority of American couples retire at different times.
How Falling Interest Rates Impact your Financial Life
The Bank of Canada’s interest rate cut in June was slight, yet significant. It was the first rate reduction in more than four years and a signal of cuts to follow, which we’re already seeing. One of the first things that interest rate cuts bring to mind is lowering the cost of borrowing, but they can also affect investment performance.
Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech
There were multiple factors which caused a meltdown in the Japanese stock markets and corrections everywhere since the beginning of August.
Tech Takeover: For Better or for Worse?
Have you noticed your social media seems to know you these days? It continues to improve in relevance, and it is only showing you content that will likely interest you (by giving a “like” or making a purchase). With the rapid development of artificial intelligence (AI), the computer is no longer instruction-driven; it has developed to become intention-driven.
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From The Archives
Smart Strategies For Building Wealth And Giving Back
Is downsizing the right decision?
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help.
Ways to save for a child’s education
Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility.
When you retire, financial literacy expands
Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options.
Transferring the family vacation property: now or later?
When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?
Have you named a trusted contact person?
If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future.
Is the U.S. Print-To-Pay Policy Coming to an End?
All eyes are on Congress as the U.S. debt ceiling deadline creeps closer. Let’s explore how the U.S. got to this critical point and the available options to avoid default.
Lessons from March’s Bank Run
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward.
Fixed Income Commentary
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit.
Help your child purchase a home with an FHSA
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA).
Should you co-sign a loan?
Acting as a co-signer can help a loved one or friend meet a life goal. Trouble is, it can also damage a relationship. Do you say yes or no?
Spring clean your beneficiary choices
It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change.
Split your income to save tax
There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax.
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At Endurance Wealth Partners, we’re here to help you simplify your financial journey. Whether you have questions, need advice, or are ready to take the next step, we’d love to hear from you!