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Blog

Jed Levene | Jun 8, 2021

Financial Planning with Life Insurance

Insurance
Most people are familiar with the basic concepts of life insurance and understand that some level of protection is a necessary part of modern financial life. 
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Jed Levene | Jun 3, 2021

Term Life Insurance and the Single Woman

Insurance
In practice, the question often arises as to why a single woman should own life insurance. Before answering it, it might be instructive to consider some
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Jed Levene | Jun 1, 2021

Which Life Insurance Policy is Right for You?

Insurance
Risk Management
The decision to buy life insurance is one of the most critical decisions we make, which is why the decision as to which type of life insurance policy to buy can
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Jed Levene | May 27, 2021

Demystifying Whole Life Premiums

Insurance
Risk Management
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule; however, when the structure and
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Jed Levene | May 25, 2021

The 4 Essential Elements of a Retirement Plan

Finance
Retirement
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: a defined benefit pension plan that guarantees a
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Jed Levene | May 20, 2021

Elections and the Stock Market: Much to Do About Nothing

Education
It’s a presidential election year in the United States, and with that comes the invariable stock market correlations seeking to predict election results or
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Jed Levene | May 18, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Jed Levene | May 13, 2021

How to Keep Your Life Insurance Costs Down

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll probably ever see.  Still, in these
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Jed Levene | May 11, 2021

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Annuities have a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend, from the
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Jed Levene | May 4, 2021

8 Tips for Finding Balance Between Work and Life

It is no secret that the typical Canadian is working long hours with little respite compared to other countries with large economies. Full-time employees report
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Jed Levene | Apr 29, 2021

Green Energy as an Investment Strategy

Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar
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Jed Levene | Apr 27, 2021

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it Can Go

For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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