Home Susan Goldberg

Occupation Account manager City Oakville, Ont. Age 56 I’ve been investing Since the early 1980s; more seriously since the early 2000s I plan to retire: In no more than five years Investable assets: $950,000, plus a rental property How long I’ve had an advisor: Two years. Before that, I was with a fee-only financial advisor […]

  • November 4, 2016 August 21, 2018
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Find out what makes sense for you

  • October 24, 2016 July 13, 2023
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The pros and cons of each approach.

  • October 21, 2016 August 21, 2018
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Carriers have updated smoker vs. non-smoker definitions

  • October 21, 2016 September 10, 2018
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If you use marijuana for medical purposes or even recreationally, it’s important to be aware of your life insurance rates

  • October 17, 2016 October 17, 2016
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Susan Goldberg examines the fine print of travel insurance policies for Snowbirds.

  • October 13, 2016 April 21, 2023
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Verbal promises before death can trigger disputes

  • October 7, 2016 August 21, 2018
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What to do before and when your client can no longer make decisions.

  • September 15, 2016 April 21, 2023
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Can your client still make financial decisions? In the first of a two-part series, Susan Goldberg discusses red flags that might signal diminished capacity.

  • August 18, 2016 April 21, 2023
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Without a context for the money, a financial retirement plan has less value, says Susan Goldberg.

  • July 21, 2016 April 21, 2023
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