Surcon Mahoney Wealth Management | Family

 

RESPs - Your contributions and grants

Learn how to obtain the maximum benefit from a RESP (Registered Education Savings Plan) and the CESG (Canada Education Savings Grant).

Taking money out of an RESP

Understand how and when to withdraw funds from a RESP and read up on qualifying educational institutions and programs that may be available to you.

Teaching your children about money

It’s never too early to teach children about the advantages of saving, and how money can serve other goals, like sharing, or to help others.

Common topics adult children may need to discuss with their aging parents

From health and lifestyle to forgetfulness, or dangerous driving, the following suggestions can help formulating a discussion with aging parents.

Discussing sensitive issues about aging parents with family members  

As situations in life arise, families often find that they need to discuss sensitive issues together. The following list can help with the process.

 

Questions about family and retirement planning?

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