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Advice
Advice

Helping Your Clients Stay in the Home They Love in Their Golden Years

As the boomers age, the urgency has increased around developing a plan to fund retirement. There is tremendous fear and concern that they could outlive their money. In fact, some believe they will never be able to retire, while others have given up the notion altogether. This unease has always existed; however, there is a […]
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  • Posted by ajoshi
  • On May 18, 2023
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Advice

Help Your Clients Avoid Mistakes This Tax Season

Tax season can be a stressful time for many Canadians as filings can be overwhelming and complicated, especially for those facing a large tax bill. This is where you come in as a trusted professional. There has been a noticeable shift in the employment landscape, with many employees and retirees migrating from a conventional 9 […]
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  • Posted by ajoshi
  • On April 11, 2023
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Advice

Tapping into Home Equity with a Reverse Mortgage Should be Guilt-Free

The goal of becoming mortgage-free as soon as possible is a focus many of your clients strive to achieve the moment they realize the dream of homeownership. But, as you know, many outstanding expenses and debts could be powered down faster – and more economically – if your clients take advantage of their home equity […]
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  • Posted by amahajan
  • On January 12, 2022
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