latest articles

Nov
07
2022

Estate Plans and Your Children

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are some questions that might naturally spring to mind. How much should you leave them? Should you make arrangements to give it to them while you're still alive? More importantly, will giving them a large sum of money actually help them or set them up for failure? These are just three of the most important things you should consider before setting up your estate distribution plan.

Tags: 
estate planning
inheritance
money management
Oct
10
2022

Big Achievement!

September was an exciting month for the Carruthers team! We are honoured to have won the 2022 Aurora Chamber of Commerce Business Excellence Award in the professional services category.

We would like to thank our friends, families and most importantly our clients for all the years of business together. Without you none of this would be possible!

To the Aurora Community and the Aurora Chamber of Commerce, thank you for the recognition and support. We look forward to working together for many more years!

Oct
10
2022

Your Retirement Plan: Staying The Course

During the past several months, a few clients have expressed concerns about world events and the potential impact on their investments. Concerns cited have included the ongoing Russia-Ukraine war, rising interest rates, inflation, recession, and weak economic news and so on.

If you have questions about current economic news this is a good opportunity to refocus on the long-term picture. The first question to ask yourself is what are your long-term financial goals? What are your objectives over the next 5-10 years, and have they changed?

Tags: 
retirement planning
Oct
10
2022

Pros and Cons of Annuities

With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest in them. There is no clear-cut answer, and you'll need to weigh your personal circumstances to see how annuities can fit into your retirement plans.

Tags: 
retirement planning
Sep
12
2022

It's "That" Time of Year

We hope you enjoyed your summer. It was great getting out and seeing each other in person, again. Now school routines are back, summer days are slowly drifting into memories and there is pumpkin spice everything.

With the new school year starting, we want to remind you of a few things that may need to be updated or considered.

Tags: 
resp
Sep
12
2022

Financial Self-Care

Self-care is a popular buzzword, and it's an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial self-care means practicing this with money matters to reduce your stress and increase your optimism. It's about making concrete plans, setting goals, and consistently practicing a mindset of possibility - that moves you into place of calm empowerment where you can achieve financial well-being.

Tags: 
financial planning

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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