The Income Tax Bond

Posted on September 9th, 2026 in Budgeting, E-Newletters, Education Planning, Estate Planning, Financial Prosperity Series, Insurance, Investing, Lending, Life Events, Retirement, Tax

Meet Dan and Susan. At 65 and 63, they’re finally ready to kick back, relax, and enjoy a well-deserved retirement. They’ve played their financial cards right: their house is completely paid off, and they’ve managed to stash away a healthy $500,000 in their RRSPs. Like most parents, their ultimate goal is to leave as much of that nest egg as possible to their two kids.