Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Preserving Wealth The Next Generation
The Definitive Guide to Protecting, Investing, and Transferring Wealth. This book is based on my experiences working with many families developing and implementing plans to build, preserve and transfer wealth. I hope you enjoy the first chapter! CHAPTER 1: INTRODUCTION—MEET THE CAST It was the usual opening day for our
The R5 Retirement Playbook™ A Smarter Way to Retire with Confidence
Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s why we created the R5 Retirement Playbook™ — a simple, six-part process to help you build income you can count on, reduce taxes, protect your
Are You Prepared for a “Lost Decade” in Retirement?
As you approach retirement, one of the biggest concerns is market volatility. And understandably so—no one likes seeing their investments decline. The reality, however, is that market downturns and recessions are a normal part of investing. Because of this, your financial plan should be built with these periods in mind—especially
When Do You Need The Money?
In a meeting with a potential client, they asked, “How should I invest the money I just received?” The key issues to review are: What is the money for? When do they need it? Situation: They had just received $400,000 income from a company they were associated with. Due to
How Business Owners can increase their Retirement Savings by Investing within their Corporation.
A great strategy many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of the tax deferral between their personal income tax rate and the small business income tax rate. Why invest with your CCPC? Investing within your CCPC
Do you need Disability Insurance?
Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I didn’t see any disability insurance for one of the spouses. He had a group disability policy with work, but she was self-employed and didn’t have one.
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
