Posts Tagged ‘Retirement & Pensions’
FINANCIAL FACELIFT: At start of big earning years, couple face lack of retirement savings
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 MoreWhat is a Locked-in Retirement Account (LIRA)?
LIRAs are registered accounts that are funded with assets from a pension plan. These types of accounts are very similar to the RRSP but with some significant restrictions. Recently I was quoted in an article written by Jon Chevreau for the National Post. about LIRAs. As I am finding that more and more of my…
Read MoreCPP – 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
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