Spring has arrived, the season of hope and new beginnings – and we hope all is well and continues to go well for you and your family.

We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from education savings and retirement planning to investing and estate planning. Here are some highlights:

  • We associate an emergency fund with our working years. Find out on page 2 if it’s also desirable to have an emergency fund during retirement.
  • Do media forecasts predicting a gloomy economy ever make you anxious? Read the page 1 article and feel better.
  • One of these days, someone might ask you to be their executor or liquidator. An article on page 3 points out some matters to consider.

Here is the Spring edition of our quarterly newsletter, including these useful articles:

Quarterly-News-Letter-Spring-2023

Do you have a Registered Education Savings Plan (RESP)? See the article on page 4 about what to do if money remains in your RESP after your child graduates.

Have any questions? Reach out to us.