Posts Tagged ‘Retirement & Pensions’
CPP – When is the Right Time for You to Take It?
CPP is the one defined benefit pension plan that every Canadian employee receives, so it is not surprising that I am often asked about when is the right time to take it. I was asked about my thoughts on this very question by MoneySense Magazine. This article expands on those thoughts and reviews when it…
Read MoreFinancial Facelift: Couple with high incomes needs tighter budgeting to meet their goals
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreFinancial Facelift: Couple in good shape to retire early, but spending plans need review
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreBuying 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 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 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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