Risks to Retirement Income Planning

Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It requires a different skillset for the advisor to be able to plan for the specific risks when developing an income plan that will last a family’s entire lifetime.   From my […]

The Four Pillars to a Successful and Happy Retirement

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:    Health Relationships Reliable and Consistent Income Retirement Road Map  Key Takeaways: The Four Pillars to a Successful and Happy Retirement Health Physical and mental health […]

The Six Levers to Retirement Income Planning

Retirement Income Planning

When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create a lifetime income from the financial assets you have accumulated to replace the monthly paycheque you received when working. To do this, there are six key levers that you can […]

Key Points for Wills and Powers of Attorney’s

Families during COVID-19 have realized that they should focus on concerns such as planning the family’s future. One of the most difficult challenges a Certified Financial Planner® has is to encourage clients to update and/or review their estate plan and documents. Often families tend to put this off, as it is not seen as urgent. […]