Insights
Learn More About Retirement Planning
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
How to Navigate a Market Downturn for Retirees
With the market decline this year, people want to know what they can do. The following are suggestions and actions you can take to help navigate a market downturn. Key Suggestions Complete a Portfolio Performance Review The first step is to find out if other portfolios with a similar investment mix
Paying Your Income Taxes in Retirement
When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes in retirement?” I had this conversation with two clients recently as many retirees are unsure of how taxes work in retirement. Key Takeaways: As a
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
The Essential Family Conversations You Should be Having
Registered Education Savings Plan (RESP)
Three of Our Best Insights for September
Three of our Best Insights for August
Game Plan Strategy: August Financial Checklist
Insurance & Risk Management Financial Checklist
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