Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
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:
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
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
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
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.
Medical and Health Care Options for Retirees
While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and most often medical and health
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
