The pros and cons of using life insurance to fund education costs
Whole life insurance can aid education savings, but Kelly Ho says it’s best as a long-term supplement....
22
Sep
08
Jul
How lifestyle creep unsettles savings plans for high earners
Lifestyle creep is when higher income leads to higher spending, reducing savings. It can derail long-term financial goals....
27
May
Workplace benefits are changing – make sure your clients aren’t missing out
The shift in workplace benefits toward flexibility, mental health support, virtual care, and personalized plans....
02
Apr
With new rules for gig workers, here’s how freelancers can stay above board this tax season
Kelly Ho provides tax planning strategies for freelancers in Canada’s gig economy....
24
Mar
How advisers can better support women
Globe and Mail spoke with Kelly Ho on how financial advisers can better support women....
10
Mar
How cash-flow planning in retirement offers control – and makes life more fun
Kelly Ho emphasizes that retirement is a lifelong journey, where the key focus is ensuring you never run out of money....
28
Oct
The importance of setting money aside
Some don’t think about estate planning until they are in their 50s or 60s – when permanent insurance to fund the estate becomes too costly....
09
Oct
How to have the right kind of money conversation on Thanksgiving weekend
Thanksgiving can be an opportunity to discuss financial matters with family, but it’s important to find the right entry point....
22
Jan
Proven strategies for how to manage year-end bonuses
Some Canadians may pay off debt, set up an emergency fund or contribute to their TFSA or RRSP with their year-end bonuses....
15
Sep
How ethnic advisors are supporting their diverse mix of clients
Second-generation Canadians, who embrace both cultures and want their financial plans to reflect this....
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