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Blog

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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Businesswoman looking at her phone
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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Group exercise class in gym.
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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Business handshake.
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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Man hiking in desert.
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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Row of wind turbines.
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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Volkswagen golf on the beach with ocean in background.
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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Child with apple.
Jed Levene | Apr 22, 2021

Leave your Legacy through Planned Giving

There comes a point in life where you want to begin sharing or gifting all the things you've collected over the years - stories, wisdom, financial wealth, etc
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Pagination

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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This content was prepared by Jed Levene who is an Investment Funds Advisor at Rockwater Wealth Management a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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