Articles
Financial Facelift: Couple in good shape to retire early, but spending plans need review
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreTFSA comes of age in retirement strategy
Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial, recently appeared on BNN’S Market Call to discuss when it is more tax-efficient to contribute to your TFSA vs. RRSP. Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreBuying vs. renting when downsizing after retirement
TriDelta President TedRechtshaffen was on BNN TV to discuss whether Retirees should buy or rent when they downsize their home. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO tedr@tridelta.ca (416) 733-3292 x 221
Read MoreTwo types of retirees: dreamers and savers
Lorne Zeiler, VP, Portfolio Manager at TriDelta Investment Counsel was a recent guest on BNN’s Your Money Month to discuss sources of income for retirees featured in TriDelta’s ‘Canadian Retirement Income Guide’ Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreThe five things to do after you win the lottery
By: Olivia Glauberzon, Special to the Star, Published on Tue Jan 26 2016 When it comes to buying lottery tickets like ones this month’s $1.5 billion Powerball, players put plenty of thought into picking their numbers. But how much goes into the plan if they actually win? In 2001, Vicki Damant was close to the…
Read MoreHow a couple with a net worth of $10 million and annual income of $215,000 can pay $0 in income tax
We are all hearing the calls to tax the rich. The assumption being, if you are rich, you will pay a lot of tax, but is that always true? Are you rich? Here’s how to tell — and why you should care Here is an example of a couple with a net-worth of $10 million…
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