Life Stages – Washburn Financial

The Five Steps to Investment Planning

October 31, 2021

An investment advisor can help you figure out what the right investment choices are for you. The five steps to investment planning are: • Meeting your investment advisor • Determining your goals and expectations • Developing your investment plan • Implementing your investment plan • Monitoring the plan The sooner you start planning for retirement, the sooner you can get there! An investment advisor can help you get there quicker.

"Final Pivot" - COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports

October 21, 2021

On Thursday, October 22nd, Deputy Prime Minister and Finance Minister Chrystia Freeland announced the "final pivot in delivering the support needed to deliver a robust recovery." This "Final Pivot" means several existing pandemic support programs for individuals and businesses will expire on October 23rd, 2021: - Canada Recovery Benefit (CRB) - Canada Emergency Rent Subsidy (CERS) - Canada Emergency Wage Subsidy (CEWS)

When should I buy life insurance?

September 30, 2021

Life insurance is something you can use at any age. Whether you’re in your 20s or approaching retirement, you can benefit from having life insurance. Our article, “When should I buy life insurance”? can help you understand: • What the two main types of life insurance are – term and permanent • When term insurance is better for you and when permanent insurance is • How life insurance can benefit you at different ages • What costs life insurance can help your loved ones’ cover

Paying for Education

September 1, 2021

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.

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The Five Steps to Investment Planning

"Final Pivot" - COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports

When should I buy life insurance?

Paying for Education

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