Insights
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![A White RV (Recreational Vehicle) on a road](https://optimize.ca/hubfs/Retired-To-Trave-In-an-RV-Blog-Image%20%28Custom%29.webp)
For Investors
Keith and Beverly retired early to travel in an RV, but what should they do with their condo?
![couple sitting on a bench by the beach](https://optimize.ca/hubfs/SpendMoneyInretirement-BlogImage_2.jpg%20%28Custom%29-1.webp)
![Man sitting on a table holding white papers and a pen](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/Purchasing%20Online%20Insurance%20-%20Blog%20Image.jpg)
![](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/Estate%20Planning%20Blog%20Image.webp)
![Girl wearing a hat with a Canada flag on her back facing lake and hills](https://optimize.ca/hubfs/Reasons-to-keep-perspective-Blog-Image.webp)
![An old couple walking holding hands](https://optimize.ca/hubfs/Taking%20a%20reverse%20mortgage%20-%20Blog%20Image.jpg.webp)
![An Advisor Explaining to a young couple](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/Millennials-and-financial-advisors-Blog-Image.webp)
For Advisors
Millennials want to work with Financial Advisors more than 'robo-advisors'
![diverse group of people discussing and working around a wooden table with a office background](https://optimize.ca/hubfs/Retirees+going+back+to+work+-+blog+image.jpg.webp)
For Investors
Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP
![Red Chair With a lake background](https://optimize.ca/hubfs/Screen-Shot-2022-03-23-at-5.50.52-PM-2-2%20%28Custom%29.webp)
![Hot Air balloons with hills in the background](https://optimize.ca/hubfs/Travel-Air-Balloon-Blog-Image.webp)
For Investors
Can Pat afford to spend more on travel without jeopardizing her long- term financial security?
![Street with individual houses covered in snow](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/Estate-Freeze-Blog-Image.webp)
![Hour Glass and dollar coins on a table](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/Dollar-Cost-Averaging-Blog-Image.webp)
![Should I Delay My OAS Benefits?](https://optimize.ca/hubfs/ezgif.com-gif-maker%20%2810%29.webp)
![Man working on Laptop](https://optimize.ca/hubfs/ezgif.com-resize%20%281%29.jpg)
![Have You Been Appointed Estate Executor? Five Mistakes to Avoid](https://optimize.ca/hubfs/ezgif.com-gif-maker%20%289%29.webp)
For Investors
Have You Been Appointed Estate Executor? Five Mistakes to Avoid
April 06, 2023
![two collage students on campus with a scenic green forest background on an tablet](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/ezgif.com-resize.webp)
![Empowering the Next Generation: National Youth Week in Canada Shines a Spotlight on Financial Literacy and Investing](https://optimize.ca/hubfs/AdobeStock_138033382.jpg)
For Investors
Empowering the Next Generation: National Youth Week in Canada Shines a Spotlight on Financial Literacy and Investing
May 01, 2024
![FHSA and HBP](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/ezgif.com-resize.jpg)
![Financial Planning for Small Business Owners: Strategies for Success](https://optimize.ca/hubfs/Blogimage.png)
For Investors
Financial Planning for Small Business Owners: Strategies for Success
April 05, 2024
![Navigating Life's Financial Journey: Tailored Advice for Every Stage](https://optimize.ca/hubfs/image.png)
For Investors
Navigating Life's Financial Journey: Tailored Advice for Every Stage
May 16, 2024
![Power of Attorney: What is it and why is it important?](https://optimize.ca/hubfs/ezgif.com-gif-maker%20%2812%29.webp)
![Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones](https://optimize.ca/hubfs/April%2019th%20Blog%20Post%20Instagram-1.png)
For Investors
Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones
April 19, 2024
![Nurturing Generational Wealth: Strategies for Managing Wealth Across Generations in Canada](https://optimize.ca/hubfs/Untitled%20design%20%2822%29.png)
For Investors
Nurturing Generational Wealth: Strategies for Managing Wealth Across Generations in Canada
March 27, 2024
![Inflation and the Impact on Timing CPP Benefits](https://optimize.ca/hubfs/ezgif.com-resize%20%281%29.webp)
![Mastering Money: Top Mistakes to Avoid When Investing](https://optimize.ca/hubfs/Blog%20Banner.png)
![10 Red Flags to Watch Out for When Investing: How to Spot Scams and Fraud](https://optimize.ca/hubfs/tim-evans-Uf-c4u1usFQ-unsplash-ezgif.com-resize.jpg)
For Investors
10 Red Flags to Watch Out for When Investing: How to Spot Scams and Fraud
March 11, 2024
![Saving Tax is a Year-Round Exercise: Don’t Overlook Income Splitting](https://optimize.ca/hubfs/ezgif.com-gif-maker%20%2811%29.webp)
For Investors
Saving Tax is a Year-Round Exercise: Don’t Overlook Income Splitting
April 20, 2023
![Common OAS Misconceptions](https://optimize.ca/hubfs/Blog/Optimize%20Insights%20Images/aaron-burden-cEukkv42O40-unsplash-ezgif.com-resize.jpg)