The Simple Plan

TFSA vs RRSP Everything You Need to Know!

The never-ending debate is getting clearer every year. What's the right choice--TFSA or RRSP? TFSA vs RRSP: Which is the Best Option for You? Find out the key differences between the Tax-Free Savings Account and Registered Retirement Savings Plan and discover why many families should prioritize maxing out their tax-free savings account. Watch this video to make informed decisions about your investments and avoid common mistakes. Don't forget to subscribe for more financial tips and advice!

'Free' Life Insurance?? How to Get All Your Premiums Back

People complain that they pay years of life insurance premiums but never get a benefit. What if you could recover all your premiums if you don't die? We look at how Canadians can recover the value of their premiums without having to die during the term of the policy.

7 Steps to Retirement Security - Step 7: Use Your Home Equity WISELY in Retirement

There are a number of ways to access the equity in your home during retirement. From downsizing, to HELOCs and Reverse Mortgages, we look at what works and what to watch out for! Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠⁠⁠⁠ [https://go.getthesimpleplan.com/calendar-current] There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠ [https://www.facebook.com/groups/591289058299683]

7 Steps To Retirement Security - Step 6: How To Plan For Long-Term Care

The best Retirement Plan in the world can be quickly undermined by the need for long-term care. When asked, many people believe that 'the government' will take care of them should they need care, but it's probably not the kind of care you'd want to see for your parents or your spouse. All too often, one spouse needs care (Alzheimer's and dementia numbers are soaring, for one example), and the Retirement Nest Egg is completely emptied for their care. When they pass, the surviving spouse is left with reduced income and no nest egg. We look at how to build a solid plan to be sure you can be cared for when you need it most. Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠⁠⁠ [https://go.getthesimpleplan.com/calendar-current] There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠ [https://www.facebook.com/groups/591289058299683]

7 Steps To Retirement Security - Step 5: Securing Guaranteed Retirement Income

When planning for retirement, most people focus on how much they're saving, investment rates of return, and fees. The real target is how much after-tax spending power you'll have in retirement, and how to ensure that income is sustained for your entire life. Join us to see the ways in which you can ensure you have all the income you need in retirement. It's essential that you start out with the end in mind! Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠⁠⁠⁠Brad's Online Calendar.⁠⁠⁠⁠⁠⁠ [https://go.getthesimpleplan.com/calendar-current] There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠ [https://www.facebook.com/groups/591289058299683]