Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
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
A Power of Attorney Guide for Property
Balancing Care and Responsibility Managing a parent’s or anyone’s financial affairs through a Power of Attorney for Property (POA) can be both challenging and a significant responsibility. As a Power of Attorney, you step in if someone cannot manage their own financial affairs. This guide outlines the process and explains
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is taxed. Each year in retirement this must be reviewed to determine what is the best strategy that balances your current year’s income, and your long-term
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.
Retirement Income Planning
In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.
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?
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
You can purchase a Hard Copy of Preserving Wealth HERE
Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE
