Spring 2023 Newsletter

Spring has arrived, the season of hope and new beginnings – and we hope all is well with you and your family.

We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from education savings and retirement planning to investing and estate planning.

Here are some highlights:

• We associate an emergency fund with our working years. Find out on page 2 if it’s also desirable to have an emergency fund during retirement.
• Do media forecasts predicting a gloomy economy ever make you anxious? Read the page 1 article and feel better.
• One of these days, someone might ask you to be their executor or liquidator. An article on page 3 points out some matters to consider.

• Do you have a Registered Education Savings Plan (RESP)? See the article on page 4 aboutwhat to do if money remains in your RESP after your child graduates.

View the full newsletter here.