Holding hands to grieve can be a good way to find yourself after losing a loved one

How to Handle Your Finances After Losing a Loved One

Jordan DeFazio

August 20, 2025

If you’ve recently lost a loved one, managing finances can feel overwhelming. Start by gathering key documents like the death certificate, will, and account statements. Notify Service Canada, banks, a...

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The Pension Descension: Why the Guarantee is Gone

Jordan DeFazio

July 16, 2025

With only 40% of private-sector workers still in defined benefit (DB) plans, most Canadians can no longer rely on the promise of predictable retirement income. The shift to defined contribution (DC) p...

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A senior citizen holds a boombox in front of the American flag

Your U.S. Dreamhome Could Turn Into a Retirement Nightmare

Jordan DeFazio

June 18, 2025

If you own any U.S. property, Trump’s new “One Big, Beautiful” could cost you big time. Why? It could affect your returns or inflate your selling costs.

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A happy family shows off their money after communicating their expectations openly

When Families Clash, Retirement Plans Crash

Jordan DeFazio

June 13, 2025

Learn how to communicate with your family about your expectations for retirement. At a certain age, you have to get on the same page.

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Grandparents with kids and grandkids smiling in front of a house

Is a Mortgage-Free Retirement Still Possible in 2025?

Jordan DeFazio

June 03, 2025

Why are 30% of retired Canadians are still carrying mortgage debt in 2025? Find out how debt affects you and your families retirement.

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U.S. dollar on top of a Canadian flag background

Proposed U.S. Tax Changes Could Hit Canadian Investors Hard - Especially in Retirement

Jeremy Schrader

May 28, 2025

Potential changes to U.S. tax policy should be raising some serious red flags for Canadian investors. While nothing is law yet, the implications for retirement income could be severe.

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