Insights
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Three of our best Insights for May
Our Monthly 3-2-1- Newsletter RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement planning. There are five main retirement investment options to consider when developing a
The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence
Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s why we created the R6 Retirement Playbook™ — a simple, six-part process to help you build income you can count on, reduce taxes, protect your
RRSP Maturity Options: What You Need to Know
You don’t have to wait until you’re 71 to convert your RRSP. You can do it anytime before then, depending on what works best for your retirement income strategy. The key is choosing the right option based on your goals, cash flow needs, and tax situation. If you are turning
He Starts Now. She Waits. CPP and Retirement
A Barbell Approach to CPP That Just Might Work for You Too Ross and Rachel are a couple I’ve been working with for years. Rachel retired a while ago. Ross is planning to wrap up work at the beginning of 2026. He’ll have a fully indexed pension that covers their
Why Every Retiree Needs a Bear Market Plan
Let’s be honest—market declines aren’t maybe in retirement. They are when. A typical retirement lasts 30 years, and during that time, there could be five or six bear markets. That’s five or six times the market could drop by 20% or more. And while we don’t know when those drops
Three of our Best Insights for March
Our Monthly 3-2-1- Newsletter RESOURCE: Five Key Mindsets for the Transition to Retirement Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads on
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
Questions to Ask When Interviewing a Financial Planner
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