by Mountain Planning | Sep 1, 2026 | 2026, Blog, disability, Family, investment
Registered Disability Savings Plan (RDSP) ExplainedPlanning for the long-term financial security of individuals with disabilities is a priority for many families. The Registered Disability Savings Plan (RDSP) is one of the most powerful savings tools available in...
by Mountain Planning | Aug 6, 2026 | 2026, Blog, group benefits
What Happens to Your Group Benefits When You Leave a Job?Leaving a job, whether by choice or by circumstance, brings a long to-do list. Updating your resume, signing new paperwork, figuring out your finances. One item that often gets missed in the shuffle: your group...
by Mountain Planning | Jun 30, 2026 | Blog, insurance, investment
What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
by Mountain Planning | Jun 1, 2026 | 2026, Blog, insurance
What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
by Mountain Planning | May 1, 2026 | Blog, Estate Planning, Family, life insurance
What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
