Your House, Their Gain?
In a recent conversation, someone I know shared that their in-laws had taken out a reverse mortgage. And now, years later, the family is trying to piece together what to do next.
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Blog And Videos
Retirement and wealth planning insights
Plain-English answers to the questions we hear most from clients about retirement income, taxes, estate planning, and more.
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Mind Over Money
Many different people make many retirement mistakes, even when they have good
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Will you overpay taxes in retirement?
- Our team provides strategies to grow and preserve wealth through investments, and we are not tax advisors. We recommend that you should always consult a tax professional…
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Your 6 Biggest Mistakes in Retirement and How to Avoid Them
After decades in the same career, the idea of walking out on your final day into freedom and unlimited leisure time seems like a golden milestone to be celebrated.
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Timing CPP and OAS
When it comes to retirement, many Canadians are happy to start taking their CPP and OAS benefits the moment they are eligible.
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How Long Will Your Retirement Savings Last?
If you’re like most people approaching retirement, you’ve probably asked yourself:
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12 Income Sources in Retirement (Infographic)
Quick visual reference covering the twelve income streams Canadian retirees can draw from. See the full checklist resource for the breakdown.
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How Much Money Do You Need to Retire in Canada? Start With This One Question
So, how much money do you need to retire comfortably in Canada?
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8 Steps to Retiring Out of Your Business (Infographic)
Quick visual reference covering the eight-step roadmap for transitioning out of your business. See the full guide resource for the breakdown.
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Your Guide to a Worry-Free Retirement in Canada: Smart Strategies for Your Golden Years
Planning for retirement is one of the most significant financial journeys you'll take, but it can feel overwhelming without the right guidance. From deciding how much money you'll…
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Why not use your RRSP contribution to fund your TFSA?
Several times a year, over the past 14 years, I have read articles suggesting advice about RRSP and TFSA contributions.
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What does a Commuted Value Pension look like after taxes are paid?
When a Defined Benefit Pension Plan (DBPP) is commuted, there will always be a required tax payment. The reason for taxes is because a lump sum is withdrawn from the plan and paid…
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3 Personality Traits and DB Pension Plan Commuted Values
When an individual makes the decision to take the Commuted Value of their Defined Benefit Pension Plan, they have decided to have a plan which pays themselves an amount equal to…
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