Kasia Stolarz - IG Wealth Management

06/16/2025

A little good news roundup to get your week off to a good start 😊

The world got 10 new marine reserves, a ‘shameful’ law against rough sleeping was axed, and Positive News won an award, plus more

06/13/2025

Wishing all the dads, grandfathers, uncles, and father figures out there a wonderful Father's Day this weekend! 💐

06/12/2025

Is 2025 the year that you retire?

We're nearly halfway through the year and as we come into the summer months, lots of folks take a bit of extra time off to test drive retirement. ☀️

But planning for that next chapter isn't just about figuring out what to do with the extra time. Are you feeling confident that...

💰your savings will last?

💸you can keep taxes to a minimum?

🛒you feel ready to make the shift from "saving" to "spending"?

🌷you're prepared to navigate the psychological and social changes that come with shifting gears?

If you're using the summer months to explore what retirement could look like, let's talk about how to turn your trial run into a confident full-time retirement. Schedule a quick intro call here: https://ow.ly/XqfB50VU8kb

06/10/2025

CPP timing is a planning decision, not a given.

Canadians are:

✔️Worried about running out of money in retirement

✔️Concerned that they aren't saving enough

✔️Living longer

✔️Expecting to spend more in retirement

❌Still choosing to take CPP based on cocktail party advice or out of fear that they won't live long enough to enjoy it

The truth is that timing when you start receiving CPP is a complex and multi-faceted personal decision. Getting that decision right depends on things like your other sources of income, your retirement age, your tax situation, your health, your expenses, and your life expectancy.

But definitely not on what the guy at the party last Friday told you.

TORONTO, ON (October 30, 2024): Financial anxiety is a growing concern for Canadians, with 61% of Canadians saying they are afraid of running out of money during retirement, a new survey from CPP Investments reveals.

06/05/2025

Retirement planning might be just what the doctor ordered 👩‍⚕️

Planning for the financial, psychological, social, and emotional aspects of retirement leads to better outcomes all around, potentially reducing anxiety, depression, and physical health challenges.

And get.👏This.👏

Folks who feel a sense of purpose in retirement are less likely to develop Alzheimer's disease, have a stroke, or a cardiovascular event.

Financial planning has a role in retirement satisfaction.

06/03/2025

It's not too late to register! Join IG's Shauna Clarke and leading housing market expert Tania Bourassa-Ochoa this Thursday, June 5th as they discuss the current housing market and what to consider when renewing your mortgage, buying a second property or helping your kids buy their first home.

Register here: https://ow.ly/wa2150VU1UV

05/30/2025

Some Friday positivity for your feed💐

Under the eye of a Michelin-starred chef, Home Kitchen is serving up the chance for a marginalised group to transform their lives

05/27/2025

Scammers be scammin'

Retirees are often the target of scam calls, emails, and texts, but anyone can fall victim if they're caught in a distracted moment.

Read on to familiarize yourself with some of the latest scams and spread the word: https://ow.ly/5wEE50VU6Mw

05/22/2025

Has your financial planner asked you to name a Trusted Contact Person on your accounts?

A Trusted Contact person is just someone who you trust and who knows you better than your advisor does. We want to be able to reach out to them if:

☎️We need to get in touch with you but can't find you

🤔We're concerned about your ability to make financial decisions or we're worried that you're being taken advantage of

Don't worry. This person can't:

💸Make financial decisions on your behalf

📈Access or transact on your account(s)

And they don't replace a power of attorney.

This is still a relatively new thing, but it's just one more way to practice some financial self-care. More info here:

When your advisor asks you whether you want to name a Trusted Contact Person, it is something worth considering. Naming a Trusted Contact Person could help your advisor or investment firm to respond to possible situations of financial abuse or fraud affecting your account. It allows your advisor to....

05/20/2025

During times of uncertainty, it’s more important than ever to get the right mortgage that fits in with your financial plan. Join IG’s Shauna Clarke and leading housing market expert Tania Bourassa-Ochoa as they discuss the current housing market and what to consider when renewing your mortgage, buying a second property or helping your kids buy their first home.

Reserve your spot today. https://ow.ly/paCL30sMwy0

05/15/2025

Love a good love letter to my favourite city: https://ow.ly/rT6y50VGj3v

John DeMont says it is good to remind yourself of the things you are grateful for, particularly during uncertain times.

05/13/2025

A little gem from my alma mater, McMaster University...

The Optimal Aging Portal is chock full of great blog posts, e-learning modules, articles, and other resources. A++

https://www.mcmasteroptimalaging.org/

Browse blog posts, expert videos, e-learning lessons, and research articles. Search for information on health conditions and healthy aging practices.