Episode 20: Financial Planning Tips for Modern Families
Your Canadian Retirement Specialist
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Show Notes
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The modern family is anything but standardised. The ages of spouses may differ greatly. Blended families with children from previous marriages are common. There are often added responsibilities inside and outside the family home as well, such as caring for elderly parents. Family goals are more personalised and often don't follow "typical" timelines.
As a result, financial planning strategies for families in Canada have become more diverse. In this video, Regan discusses four considerations for non-traditional families.
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Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated. Additional information on the Canada Pension Plan can be found at www.canada.ca/en/services/benefits/publicpensions.html. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
Music courtesy of LesFM: https://lesfm.net.