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Planning for retirement can feel overwhelming, especially when trying to figure out how much you really need to retire comfortably. While there’s no single answer for everyone, a few key benchmarks can help guide you toward your goal. General Guidelines and Income...
As Canadians plan for retirement, one looming decision is when to convert their Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF). While the deadline to convert to a RRIF is Dec 31st in the year you turn 71, retirees...
With so many sources contributing to a households’ retirement income in Canada, many pre-retirees have a hard time wrapping their head around how far their savings can take them in retirement. When we are preparing retirement projections, as you may imagine the #1...
With the Super Bowl “kicking” off this past weekend, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it would suggest you would do well with them. The constant undermining of...
Demographic and economic changes have elevated longevity risk when planning for retirement. Not only are we seeing this in Cornwall and the surrounding area, but all around Canada… Retirees are simply living longer! Today, retirees are rightly concerned with the risk...
For those of us who will need to live off the assets we have accumulated over our working years, one of the most important milestones occurs when we start converting our savings into income. In our view, for most people this is the most important crossroad in their...
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The past three years have been good ones for investors. Portfolios have recovered strongly post-2022, markets have reached new highs and many plans feel comfortably on track....
Given the events that have transpired over the past few weeks, it seems like a good time to pass along a friendly reminder that changing your investment plan based on emotions and market conditions...