Insights
Learn More About Retirement Planning
Can we give money to our children to help with a home purchase?
In meeting with clients a common question we hear is, “Can we give money to our children to help with a home purchase?” With real estate prices today, the only way many young adults can afford to purchase a home is with help from the bank of Mom and Dad.
The Three Stages of Retirement Spending
When retirement planning, you may want to view your spending in three different phases. Michael Stein, who wrote “The Prosperous Retirement”, divided retirement into three decades: the GO-GO years, SLOW-GO years, and the NO-GO years. When discussing retirement income planning, Frank Jasek CPA, CA and I rephrased those terms based
Key Tax Credits to Review
Key Tax Credits to Review As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits you will not want to overlook. Be sure to bring any expenses to your accountant. Here is a helpful list. Carry Charges If you have
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
Seven Strategies to Withdraw Corporate Assets for Retirement
A great strategy that 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. At retirement business owners may end up
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
Three of our Best Insights for August
Game Plan Strategy: August Financial Checklist
Insurance & Risk Management Financial Checklist
Questions to Ask When Interviewing a Financial Planner
Game Plan Strategy: Your Monthly Financial Checklist
Three of our Best Insights for July
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
