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Five Items Often Overlooked in a Will

Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When allowed, list the loyalty program in your will and name the beneficiary of the points.

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Navigating the Retirement Risk Zone is Personal

It’s called the retirement risk zone—the period of several years before your retirement date and the initial years of your retirement. The risk is a severe market downturn and its impact on your retirement savings.

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CI Assante Wealth Management CI Assante Wealth Management

Four Ways to Protect your Credit Score

Good credit is important whenever you need to borrow to accomplish your goals—say, to buy a car, start a new business or put a downpayment on a home.

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CI Assante Wealth Management CI Assante Wealth Management

Will your Parents Need your Help?

The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance.

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Planning for Market Volatility

In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory.

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When you Retire, Financial Literacy Expands

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options…

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