Situation: Families are becoming increasingly concerned about retirement. My View: Examine implications of the new realities swiftly and decidedly. Solution:Find simple ways to migrate to a revised and realistic game plan. “Retirement: World’s longest coffee break.” —Author UnknownFamilies [...]
Situation: Families have reduced access to income spitting opportunities. My View: Prescribed rate loans can play a role for families who have cash. Solution: Time is of the essence to implement this simple lending practice. [...]
Situation:Investors have questions about benefits of RRSPs. My View:RRSPs provide significant value to retirement game plans. Solution:Master how RRSPs deliver steady, sensible accumulations. “When you retire, think and act as if you were still working. When you’re still working, think [...]
Situation: Investors find it hard to begin sketching out retirement assumptions. My View: Simple and sensible retirement projections get your planning started. Solution: This blog content is the straightforward stepping stone to your long run. “When you're [...]
Situation: Some money strategies deliver more oomph to retirement plans. My View: Schedule walks with your spouse/partner to initiate easy discussions. Solution: Implement and prioritize seven money moves that apply to move the needle. “It is [...]
Situation: Investors desire to successfully convert RRSPs to RRIFs. My View: Focus attention on strategies important to your family. Solution: Understand RRSP conversion processes and apply them. “Retirement at sixty-five is ridiculous. When I was sixty-five [...]
Situation: Investors often wonder what it takes to achieve a successful retirement. My View: Turn your attention to the big picture of what has to be accomplished. Solution: My short list of two books delivers the required knowledge and [...]
Situation: Investors may wonder what makes a valued adviser stand out. My View: Turn your attention to the professional adviser’s personal touches. Solution: Review my list of 10 personal touches likely to be encountered. Have you [...]
Situation Your craving is about exploring a sabbatical lasting three months or longer. Action Pencil in your bucket list of activities and total expenses for the sabbatical. Solution Investigate the family employment, sabbatical funding and kids’ schooling. [...]
Situation You are fortunate enough to receive a wealth transfer. Action Park it out of sight for 3 months to consider your options. Solution Design new wealth allocations to best serve your family needs. “We should all [...]