Insights
Learn More About Retirement Planning & Wealth Management
Where do Financial Advisors work?
If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with people who, like you, are planning for the transition to retirement or who may already be retired. A report from July 2014 called “Sound Advice
Planning your Will and Powers of Attorney
A common question we received is what we should consider when planning our wills and powers of attorney. The following excerpt from the Book – Preserving Wealth describes this. APPENDIX C: PLANNING YOUR WILL AND POWERS OF ATTORNEY Introduction This document contains background information regarding the planning of your Will
Retirement Income Withdrawal Strategies
Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of saving over time. They end up with many potential retirement-income sources but are unsure of how to put it all together. As a result, retirement
What is the Tax-Free First Home Savings Account?
In the 2022 Federal Budget, the federal government proposed a new savings vehicle for first-time home buyers. The Tax-Free First Home Savings Account (FHSA) is a registered account designed to help individuals with savings for their first home. Eligbility You must be a Canadian resident and: Be 18 years of
Ontario Staycation Tax Credit
If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes. For 2022 Ontario has introduced a tax credit up to 20% of your accommodation expenses for stays in a hotel, campground, and/or cottage. WHAT CAN YOU
Why Invest in the Stock Market?
With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and their values can go up and down. To help frame it better, it may be useful to replace the words “stock market” with the word
If you are within 5 years of retirement, do this now!
Three of our Best Insights for February 2025
Ross and Rachel’s Transition to Retirement: A Clearer Path Forward
What is the Next Gen Education Conversation?
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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