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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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As our neighbours to the south go to the polls early November, we thought that it would be timely to look at the impact that US Elections have had on your investments and financial markets as a...
As schools are back in and fall creeps up on us, it's a great time to focus on improving our financial literacy. Here’s are a few important things to remember along the way; Set Financial Goal:...