Category: Investments

Posted in Investments Life Insurance Universal Life

Retirees Stung by “Universal Life” Cost

But he didn’t anticipate the policies’ annual costs would rise as much as they did, jumping to…

Posted in Investments Mutual Funds Wealth Creation

The $108 Billion Man Who Beat the Market

Will Danoff, manager of Fidelity Investments, the biggest actively managed stock or bond mutual fund run by…

Posted in Investments Universal Life

Universal Life as a Retirement Plan?

Universal life insurance is a very costly way to invest. There’s the cost of the insurance protection…

Posted in Education Savings

Group RESP’s: Reading the Fine Print

But when she looked at the statement, it said the principal in her account was just $66,…

Posted in Education Savings

Group RESP’s

Scholarship RESPs are offered by a number of organizations, including the Canadian Scholarship Trust and the Children’s…

Posted in Pensions

Cashing Out your Pension?

When interest rates are low, the present value or commuted value is high. When rates are higher,…

Posted in Cash Value Investments Life Insurance

Life insurance is not for saving

Buying a life insurance policy is one of the most expensive ways to invest

Posted in Education Savings

Heritage Education Funds – Plan Gone

Excited and proud as she prepared to send her daughter Alexis to university, Susan Tesluk called Heritage…