Edward Jones-Financial Advisor: Marina D'Arthenay
1051 Pembroke St. W. K8A 5R3 Pembroke, ON, Canada
Category
General Information
Locality: Pembroke, Ontario
Phone: +1 613-732-1923
Address: 1051 Pembroke St. W. K8A 5R3 Pembroke, ON, Canada
Website: www.edwardjones.com/marina-darthenay
Likes: 33
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Facebook Blog
Want to know what happened in the market this past week and what's ahead check out our latest market update.[EDJ2021]
Tip: Many of you may already be taking advantage of this, auto paying your bills can help you manage your spending and stay on time with regular payments. [EDJ2020]
Have you seen our retirement savings calculator? This is an easy and quick way to calculate how much you should be putting away each month now so that your future self can live comfortably. Check it out! [EDJ2021]
It's time for your weekly market update from Edward Jones.[EDJ2021]
By focusing on what you can control, you’ll be in a better position to move forward when it comes to things like planning for your estate, your mortgage or your investment strategy. [EDJ2020]
RRSP season is here. Our most recent Edward Jones survey looks at how Canadians are thinking about the ways in which they invest - and, ultimately, if an RRSP is right for them. While RRSPs were traditionally where Canadians chose to invest for retirement, it's clear that alternative devices are on the rise. Does this sound like you? Everyone is different, and there’s no one-size-fits-all approach. If you're not already having these conversations about what’s right for you ...with your advisor, it’s never too late to start! DM me and I'd be happy to offer you a second opinion -- a fresh look -- with no commitment. You can read more about the study here [EDJ2021]:
Consider catching up on unused RRSP room by increasing your contributions (if you can), take out an RRSP loan and use your tax rebate to repay some or all of the loan. You may put any tax refunds towards your RRSP contribution. I can help. [EDJ2021]
As you get closer to your retirement date, consider outlining your current assets, debt, monthly savings and any insurance policies you own. By tracking your monthly spending today, you will be better able to predict any future changes or expenses that may impact your overall savings plan. This will give you a base to know how much in withdrawals from your accounts you will one day need. [EDJ2021]
By splitting your income with your spouse in a spousal RRSP, you can equalize your retirement income, which may also lower your family’s overall taxes. Contact me today to learn more. [EDJ2021]
Life is full of changes, and that doesn’t stop once you pass your retirement date. I can work with you to stress test your financial strategy to help ensure that you’re prepared for any future changes. [EDJ2021]
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