Amanda Bieber CFP, Sun Life Financial advisor
A-61 Richmond St. N9V1G1 Amherstburg, ON, Canada

A point in your retirement may come where you realize that you’re likely to outlive your savings. This is a good problem to have. It means you did an incredible job at planning and preparing for your retirement. If you’re looking to pass on extra wealth in the most tax efficient and impactful way, here are some strategies to do it. https://bit.ly/9wealth2

Do you think you're too young for life insurance? Well then, let me ask you a few questions. Are you planning to buy your first home soon? Are you in the middle of planning a wedding or starting a family soon? If you answered 'yes' to any of these then life insurance could be right for you. No one can predict the future. If something were to happen to you, the smaller payments you make towards life insurance now will give your loved ones a lump sum payment to meet their finan...cial obligations. Don't miss out on saving more and protecting your family's future. Contact me today. https://bit.ly/8insurance4

Are you a business owner or executive looking for ways to save for retirement? Have you hit your #RRSP contribution limit and now are looking for other ways to save for retirement? To find out if an individual pension plan is right for you, check out the answers to five commonly asked questions. https://bit.ly/7pension1

Canadians may have socked away more money this past year, but that hasn’t translated into larger retirement savings. In fact, 63% of Canadians said they’ve neglected their retirement savings, which is 5% more than the year before. We’re all aware of how important it is to save for the future. During the pandemic, it has taken a backseat amid the increased pressures. This is especially true for those who are younger and have lower incomes. If you’re looking to kick-start your retirement savings plan again or want to review your overall portfolio, let’s book an appointment today. https://bit.ly/6retirement3

Whether you’re planning your own #retirement or working with an advisor it’s prudent to start early. You’ll have more time to make mistakes or see things that you’ve missed and pivot your savings plan in enough time. Here are some common surprises to anticipate before retiring. If caught early, they allow you to retire earlier, spend more in retirement or leave a large inheritance to your beneficiaries. http://bit.ly/6retirement2

Are you feeling stressed about money? Experiencing financial stress can negatively affect your mental health. Lumino Health sat down with a psychologist who shared #tips on how to cope. Read more here:

What is a mutual fund? Simply put, a mutual fund invests in a group of stocks, bonds, or other investments selected by a professional fund manager. A fund manager is someone who: - has experience selecting investments, and - manages buy-and-sell decisions so you don’t have to.... The fund managers may invest in three main types of mutual funds which are: 1. equity funds, that invest primarily in a variety of different kinds of stocks 2. fixed income funds, that invest primarily in bonds 3. asset allocation, or balanced funds, that invest in a mix of stocks, bonds and similar investments. To learn more, watch this quick video!

Underwriting, premiums, and annuity- terms like these can make insurance words sound like a foreign language. Here are 16 of the most commonly misunderstood words in the insurance world. Fellow professionals which words do you find create the biggest confusion for Clients? http://bit.ly/5insurance3

The allotted 2021 TFSA contribution room is set at $6,000, matching that of 2019 and 2020. How do you plan to utilize your room next year? To learn about your options, contact me today.

As costs of care continue to rise, it’s important to make sure you’re financially protected so the burden doesn’t fall onto your loved ones. Here’s a quick 2-minute video to learn about the benefits of long term care insurance. When you’re ready to discuss your options, I’ll be here ready.

Your home is likely the biggest asset you’ll ever own. So how can you protect it in case something were to happen to you? #planforthefuture

Last week the government began accepting applications for the Canada Recovery Benefit (CRB). Given that it will likely be the primary benefit available to workers not eligible for EI, here’s what you should know.

If the pandemic has pushed you to an early retirement there are a few things you should consider before following through with plan B. Have questions? Contact me today.

A recent report has found that some 8 million Canadians are rethinking their retirement timing because of the impacts of COVID-19. If all this uncertainty is effecting your finances, contact me today to review your financial goals to help put your mind at ease.

Not surprising: the Bank of Canada announced that it’s keeping its benchmark rate at 0.25%. It’s expected that the Bank will keep this rate unchanged well into 2022 to aid our economic recovery.

As kids are heading off to post-secondary school it’s important to revisit the basics of an RESP. For answers to your savings questions, reach out to me today. #RESP #Education