Episode Details
Back to EpisodesSeniors, Savings & Life Insurance—Let’s Talk Money at Every Age!
Description
Planning Your Financial Future is your go-to podcast for expert financial advice with Don and Mitch Fox from Fox Group Private Wealth Management. Don and Mitch cover everything from budgeting tips to investment strategies to help you make the most of your money. If you’re looking to take control of your financial future, you’re in the right place.
This week, Don and Mitch discuss:
- The importance of monitoring interest rates and inflation trends for future financial planning.
- Pension splitting and tax optimization for clients over 65 years old during tax season consultations.
- Available tax credits for those over 65
- Educating younger clients on the importance and benefits of getting life insurance early.
- Employer-provided life insurance. Is it adequate coverage?
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
IG Wealth Management Inc., Mutual Fund Division