Keeping You Connected - Mid Summer
This is the first edition of our Newsletter! We hope to keep everyone connected and engaged. This newsletter will comeout quarterly, next issue will be at the end of September.
Meet Ryan
Leeann Chesky (Life Insurance Agent) wants to announce the new insurance advisory partnership with Ryan Jewel, BCOMM, CFP, CLU, from Advico in Sherwood Park, Alberta.
Finances got you frazzled?
Finances got you frazzled? Avoid money mistakes to keep your goals within reach.
All in the (blended) family
How to build a solid foundation when merging finances in a Blended Family!
What is compound interest? How it works, benefits, and how to calculate.
How Much Life Insurance Do I Need?
Your family's needs and assets are critical considerations when determining how much life insurance to invest in. Use this four step process to help you calculate how much life insurance you need.
Financial Checklist for Widows
This handy financial checklist can help widows and widowers determine which tasks to tackle first when losing their loved ones.
Financial Tips for Recent Graduates: Managing Money After School Ends
This blog will cater to recent graduates and share some financial tips to help set them up for success post-graduation.
Understanding Probate and Wills
An introduction to this important legal process.
4 Financial Red Flags When Dating Someone New
Make sure your new relationship is off to a strong start by addressing these 4 financial concerns from the get-go.
Dollar-cost averaging
Tapping into the power of this steady investment strategy.
Market Update: Q3 2023
he markets have been volatile recently because inflation has not declined as expected, and interest rates remain high. Investors had thought central banks would have started discussing interest rate cuts by now, but that has yet to happen.