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Just Married

Questions to ask:

  • Do we need a joint bank account?
  • Who will pay the bills in the family?
  • Should we have seperate credit cards?
  • What is the best way to build our family budget?
  • How can we minimize our taxes as a couple?
  • Do we need to get a Spousal RRSP?
  • What is a Spousal RRSP?
  • Should we buy a new home/condo?
  • How much can we afford?
  • Should we get a rental property?
  • When do we change beneficiares on retirement plan?
  • Do we just need one health plan?
  • When do we need a will?
  • How should we deal with our student loans?
et-

Married with Kid (s)

Questions to ask:

  • Should we both keep working?
  • Are there Gov’t benefits for our family?
  • How to best pay for daycare?
  • How much should we be saving for post-secondary?
  • Is private school worth it?
  • Do we need a bigger home?
  • Who should stay at home?
  • What is the best way to get benefits for our family?
  • Do we get mortgage bank insurance?
  • Is it smart to get variable or fixed rates?
  • What is CMHC?
  • Do I need disability insurance from work?
  • What should we teach our kids about money?
  • What happens if we get divorced?
  • Should we let mom move in with us?
et-

Empty Nesters

Questions to ask:

  • How do I get serious about Retirement?
  • Do I need long term coverage?
  • What should we do with all this money we save on groceries now that it’s just the two of us?
  • Is it smart to borrow to fund my RRSP?
  • What beneficiary changes do I need to make?
  • Can I keep the assets in our family blood line?
  • Does it make sense to payback my pension value?
  • How would we talk to mom & dad about their Estate Planning?
  • Can we make sure we don’t pass on a mess to our kids?
  • How long do we keep paying for life insurance?
  • What is our budget when we stop working?
  • Do we downsize our home?
  • What is this CHIP mortgage program?
  • When should we take CPP and/or OAS?
  • Should I plan to get a part-time job?

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