Weighing the Cost of Your Retirement Dreams

Posted on November 12th, 2024 in E-Newletters, Life Events, Retirement
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

Posted on September 9th, 2024 in E-Newletters, Investing, Retirement
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

Posted on August 12th, 2024 in E-Newletters, Investing, Retirement
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

Posted on July 8th, 2024 in Budgeting, E-Newletters, Life Events, Retirement
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?

Posted on June 10th, 2024 in E-Newletters, Estate Planning, Life Events, Retirement
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

Posted on June 10th, 2024 in E-Newletters, Investing, Retirement
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

Posted on May 13th, 2024 in E-Newletters, Investing, Retirement
Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was…
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WHAT’S YOUR RETIREMENT PLANNING MINDSET?

Posted on April 8th, 2024 in E-Newletters, Life Events, Retirement
Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably,…
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MAXIMIZING YOUR RETIREMENT

Posted on February 12th, 2024 in E-Newletters, Life Events, Retirement
Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years,…
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FIVE PILLARS OF FINANCIAL LITERACY

Posted on November 13th, 2023 in Budgeting, E-Newletters, Investing, Lending, Retirement
November is financial literacy month – a great time to reflect on your relationship with money and the decisions you…
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