Posts Tagged ‘Financial Planning’
Buying vs. renting when downsizing after retirement
TriDelta President TedRechtshaffen was on BNN TV to discuss whether Retirees should buy or rent when they downsize their home. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO tedr@tridelta.ca (416) 733-3292 x 221
Read MoreTwo types of retirees: dreamers and savers
Lorne Zeiler, VP, Portfolio Manager at TriDelta Investment Counsel was a recent guest on BNN’s Your Money Month to discuss sources of income for retirees featured in TriDelta’s ‘Canadian Retirement Income Guide’ Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreThe five things to do after you win the lottery
By: Olivia Glauberzon, Special to the Star, Published on Tue Jan 26 2016 When it comes to buying lottery tickets like ones this month’s $1.5 billion Powerball, players put plenty of thought into picking their numbers. But how much goes into the plan if they actually win? In 2001, Vicki Damant was close to the…
Read MoreHow a couple with a net worth of $10 million and annual income of $215,000 can pay $0 in income tax
We are all hearing the calls to tax the rich. The assumption being, if you are rich, you will pay a lot of tax, but is that always true? Are you rich? Here’s how to tell — and why you should care Here is an example of a couple with a net-worth of $10 million…
Read MoreHelping to Care for Aging Parents
by Raynia Sauvageau MSW, RSW When it comes to helping aging parents, many feel they are ill-prepared for this part of life. As children, we looked up to our parents to care for us, protect us, and eventually help launch us. Many of us go on to marry, have our own families and set up…
Read MoreHow will your Retirement be affected by a Divorce?
There is a rising trend in Divorce after 50. Ending a marriage is one of the largest life events that can happen in a person’s life. You may have tried to make things work, but now it’s clear, the marriage is over. What do you do next? How do you ensure you will be OK…
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