Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
How do you Create a Retirement Road Map?
Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a series of meetings that will: Identify your values and what is important to you. Determine what your retirement goals and income requirements are. Discuss your
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
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?
The Six Levers to Retirement Income Planning
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
