Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Nine Tax Strategies to Pay Less Tax in Retirement
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 42.3% of income as taxes in 2024. Your goal in retirement should be to organize your income stream to: reduce the amount of tax you may have to pay preserve any
The Three Estate Buckets
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities to save taxes and/or fees. In a recent webinar by Michael Kitces, Mathew Jarvis, a US Financial Advisor, shared a concept he uses with
Should I Transfer the Ownership of My House or Investment Account into Joint Ownership
Transfer the Ownership of my House or Investment Account into Joint Ownership with my Children to Avoid Probate Fees. A common question we receive is, “Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?” This type of ownership
What Do I Do if I Don’t want to be An Executor?
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it down? You may not want to be the executor due to family conflict, or the job may be too much for you. So, can you turn
Risks to Retirement Income Planning
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It requires a different skillset for the advisor to be able to plan for the specific risks when developing an income plan that will last a
What is the First Step to Creating your Financial Road Map for Retirement?
If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are today, and Your best guess (estimate) of where you want to go. If you don’t know where you are today, you can’t create a plan
Nine Tax Strategies to Pay Less Tax in Retirement
The Three Estate Buckets
Should I Transfer the Ownership of My House or Investment Account into Joint Ownership
What Do I Do if I Don’t want to be An Executor?
Risks to Retirement Income Planning
What is the First Step to Creating your Financial Road Map for Retirement?
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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