If you’re a DIY retirement planner — maybe you’ve got a workplace pension, some RRSPs, and a few investments at the bank — you’re already ahead of the game. But retirement isn’t just about saving. It’s about turning your life savings into a lifestyle. Here are my top...
Whether you're 25 or 45, there is a bombardment of financial philosophies when it comes to saving for retirement in Canada. Despite our federal benefits (Canada Pension Plan, Old Age Security), fewer employed Canadians are retiring with a private pension that can...
One of the most common realities I see is the 40-something individual with zero retirement savings. Life has had other priorities up until now, and entering their 40's has provided a different perspective on time to retirement. If this sounds familiar, here are my top...
This year's market volatility, rising interest rates, increased inflation and housing prices becoming almost out of reach for so many Canadians has folks needing to review their traditional views on retirement. This is something that's manageable for those 20 or more...
The pandemic has challenged small business owners in far too many ways. It's not easy for many employees to juggle family responsibility, cash flow strain, job uncertainty, and more on top of the health concerns that come with a pandemic. We're seeing more and more...
If I had a dollar for every time I've said that tax planning shouldn't just come in April when it's time to submit our income taxes. It's a practice that should be ongoing and especially reviewed once you've filed your previous year's taxes and received your Notice of...