Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
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
The Six Levers to Retirement Income Planning
When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create a lifetime income from the financial assets you have accumulated to replace the monthly paycheque you received when working. To do this, there are six
The Four Pillars to a Successful and Happy Retirement
When helping clients and their families make the transition to retirement or work optional years, I have discovered that there are four key pillars to a happy and successful retirement: Health Relationships Reliable and Consistent Income Retirement Road Map Key Takeaways: The Four Pillars to a Successful and Happy Retirement
Do you need Disability Insurance?
Trusts for Retirees – Probate Planning
So, You’re an Executor – What are Your Duties and Liabilities?
The Four Essential Family Conversations
Nine Tax Strategies to Pay Less Tax in Retirement
The Three Estate Buckets
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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