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The Retirement Dilemma: Part 2
In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it.…
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More Overlooked RRSP Tricks
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
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The Retirement Dilemma: Part 1
In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your…
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Weighing the Cost of Your Retirement Dreams
We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things…
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Why Time Matters
It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a…
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The Safe Investing Dilemma
As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments.…
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ESTIMATING RETIREMENT EXPENSES
By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is…
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YOU’VE RETIRED. NOW WHAT?
Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for…
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ASSET BUILDING STRATEGIES
In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will…
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STRATEGIC OR TARGET-BASED PLANNING
Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was…
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