Send us a text

Jacqueline shares her personal story of creating "My Farewell and Final Wishes," a comprehensive end-of-life planning organizer she developed after experiencing the overwhelming process of managing her mother's affairs after death.

• Book contains 97 sections covering everything from personal information to final wishes
• Designed for couples or individuals to record all important information in one place
• Includes sections for location of important documents, password information, and financial accounts
• Sections for dependent children, including guardian preferences and financial instructions
• Contains medical information sections, including organ donation preferences
• Records banking, investment, pension, and insurance information that might otherwise be forgotten
• Includes sections for pets, jewelry, charitable organizations, and funeral preferences
• Features a net worth statement section to track assets and liabilities
• Available for $28.99 on Amazon or through the Notable Wealth Management website

You can find "My Farewell and Final Wishes" on Amazon for $28.99 or by visiting nwminc.ca and clicking on the store. If you haven't had a financial checkup in a while or need an advisor, reach out to info@nwminc.ca.

Visit Amazon to purchase "My Farewell and Final Wishes" planning book to help organize your estate information in one place.

https://www.amazon.ca/Farewell-Final-Wishes-Organizer-Important/dp/1778203507/ref=sr_1_1

For more information, feel free to contact us at https://nwminc.ca/
Or follow us on our social platforms:

YouTube https://www.youtube.com/ ⁨@moneyis4u⁩
https://www.linkedin.com/in/jacqueline-correia-1b417727/
https://www.instagram.com/notablewm/
https://www.facebook.com/nwminc.ca

Follow us on all streaming platforms:
https://open.spotify.com/show/2dIwP2K2wBOFEfvJzNuXDo
https://music.amazon.com/podcasts/5a372120-38ef-4655-b650-c4c756265d86/moneyis4u

Send us a text

Planning for your financial future requires more than just saving money - it demands strategic protection against life's unpredictable challenges. As we explore in this enlightening episode, insurance planning evolves through different life stages, each requiring specific protection strategies.

Young families with mortgages and dependents often benefit from term life insurance, providing substantial coverage at affordable rates. But that's just the beginning. Critical illness insurance has become increasingly essential as diagnosis rates climb among those under 45. Many people mistakenly believe their employer-provided coverage offers sufficient protection, creating dangerous vulnerabilities if they change jobs or if their employer modifies benefit programs. Personal insurance policies provide continuity regardless of employment changes.

The conversation deepens as we examine how insurance needs shift with age. Critical illness coverage can be secured until age 75 or 100, with premiums locked in at purchase. For those approaching retirement, long-term care considerations become paramount, especially for conditions like Alzheimer's or dementia. Participating whole life insurance can serve dual purposes - providing death benefit protection while building cash value that might later help fund long-term care needs.

Government benefits like CPP and Old Age Security provide baseline support, but rarely sustain the retirement lifestyle most Canadians hope for. This underscores why personalized insurance planning matters - there's no one-size-fits-all solution. Your family history, retirement dreams, travel plans, and health considerations all influence the optimal protection strategy.

Ready to secure your financial future against life's uncertainties? Contact me at info@nwninc.ca to develop a personalized insurance and retirement strategy that evolves with your changing needs. Because ultimately, money is for you - to provide security, peace of mind, and protection through every life stage.

Visit Amazon to purchase "My Farewell and Final Wishes" planning book to help organize your estate information in one place.

https://www.amazon.ca/Farewell-Final-Wishes-Organizer-Important/dp/1778203507/ref=sr_1_1

For more information, feel free to contact us at https://nwminc.ca/
Or follow us on our social platforms:

YouTube https://www.youtube.com/ ⁨@moneyis4u⁩
https://www.linkedin.com/in/jacqueline-correia-1b417727/
https://www.instagram.com/notablewm/
https://www.facebook.com/nwminc.ca

Follow us on all streaming platforms:
https://open.spotify.com/show/2dIwP2K2wBOFEfvJzNuXDo
https://music.amazon.com/podcasts/5a372120-38ef-4655-b650-c4c756265d86/moneyis4u

Send us a text

Estate planning isn't just for the wealthy—it's essential financial protection for everyone who wants to ensure their loved ones aren't left in crisis after unexpected illness, disability, or death. We explore how to approach difficult questions about the future and create a comprehensive financial safety net that protects what matters most.

• Building your financial house from the foundation up, starting with legal documents like wills and powers of attorney
• Understanding the limitations of government healthcare coverage—OHIP doesn't cover rehabilitation or most long-term care expenses
• Creating clear documentation for the "what ifs" of disability, critical illness, or cognitive decline
• Ensuring proper income replacement through disability and critical illness insurance to protect yourself during recovery periods
• Designating appropriate beneficiaries and updating them after major life changes
• Establishing trusts for minor children to protect their inheritance and future wellbeing
• Breaking cultural taboos around financial discussions to prevent family confusion and hardship
• Organizing all important documents in an accessible location that your executor can easily find
• Conducting regular reviews of your estate plan to reflect changes in your life circumstances
• Creating detailed instructions that speak for you when you cannot speak for yourself

Visit Amazon to purchase "My Farewell and Final Wishes" planning book to help organize your estate information in one place.

https://www.amazon.ca/Farewell-Final-Wishes-Organizer-Important/dp/1778203507/ref=sr_1_1

For more information, feel free to contact us at https://nwminc.ca/
Or follow us on our social platforms:

https://www.linkedin.com/in/jacqueline-correia-1b417727/
https://www.instagram.com/notablewm/
https://www.facebook.com/nwminc.ca
YouTube https://www.youtube.com/ ⁨@moneyis4u⁩

Follow us on all streaming platforms:
https://open.spotify.com/show/2dIwP2K2wBOFEfvJzNuXDo
https://music.amazon.com/podcasts/5a372120-38ef-4655-b650-c4c756265d86/moneyis4u

Visit Amazon to purchase "My Farewell and Final Wishes" planning book to help organize your estate information in one place.

https://www.amazon.ca/Farewell-Final-Wishes-Organizer-Important/dp/1778203507/ref=sr_1_1

For more information, feel free to contact us at https://nwminc.ca/
Or follow us on our social platforms:

YouTube https://www.youtube.com/ ⁨@moneyis4u⁩
https://www.linkedin.com/in/jacqueline-correia-1b417727/
https://www.instagram.com/notablewm/
https://www.facebook.com/nwminc.ca

Follow us on all streaming platforms:
https://open.spotify.com/show/2dIwP2K2wBOFEfvJzNuXDo
https://music.amazon.com/podcasts/5a372120-38ef-4655-b650-c4c756265d86/moneyis4u