Posts Tagged ‘Retirement & Pensions’
FINANCIAL FACELIFT: This 72-year-old’s portfolio is 97% in stocks. Is she taking on too much risk as retirement nears?
Below you will find a real life case study of an individual who is looking for financial advice on how best to arrange their financial affairs. Their name and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: Should this couple sell their house for a better retirement?
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreHere’s what it costs to live in a retirement home — and the bottom line is less than you might think
As my clients age, one of the key financial planning questions they ask is, “Can I afford to live in a retirement residence?” and the follow-up, “How much extra in expenses do I need to plan for?” Usually the answer to the first question is yes, and the answer to the second one is…
Read MoreFINANCIAL FACELIFT: To buy or rent a condo? Montreal couple search best route for saving towards retirement
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreRetirement Shouldn’t be a Taxing Transition
When people think of retirement, they make think of relaxing at the cottage, traveling the world, or maybe with the recent blasts of winter we have been receiving, spending some time in warmer climates. What most people don’t think about is how my taxes are going to change. Yes, with April just around the corner,…
Read MoreThese are the eight sources of retirement income you need to know about
In RRSP season there is a lot of focus on your RRSP — surprise, surprise. As most of you know, the RRSP will ultimately turn into a RRIF and be a key source of your income in retirement. What many people don’t always think about is other potential sources of retirement income. In our work…
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