COVID-19 has been very disruptive in the financial world, so we thought it would be beneficial to revisit a couple of topics that often get very little priority during anxiety-filled periods of uncertainty and disruption. These periods also offer opportunities (i.e. low-interest mortgages) that you may not take advantage of, as you are pressed for time and attention on other matters. In addition, those nearing retirement must focus on engaging in prudent planning for the "Golden Years" to ensure they are still achievable.
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