Tag Archive: Retirement

Jan 14 2017

Good Retirement Income Planning Articles

Good Retirement Income Planning Articles   Below is a collection of what I consider good educational articles about Retirement Income Planning.     Why You Should Think ‘smile’ When Planning Your Retirement Spending Path A phenomenon called the “retirement spending smile,” whereby expenses often decline during the early years of retirement, before reaching an inflection …

Continue reading »

80 total views, no views today

Share

Permanent link to this article: http://advantagewealthplanning.ca/good-retirement-income-planning-articles/

Oct 14 2015

Annuity Payout Rates for Life Annuities

Annuity Payout Rates I read an interesting US technical article on Annuity Pricing Sensitivity and while the scope of the article is very detailed, one chart showing the payout rate versus age got my interest, as shown below.   As I get a lot of requests for annuity quotes, I thought Canadians might find the data interesting …

Continue reading »

273 total views, 1 views today

Share

Permanent link to this article: http://advantagewealthplanning.ca/annuity-payout-rates/

Sep 08 2015

Ontario Retirement Pension Plan (ORPP) : Will Those Over 50 Benefit?

Ontario Retirement Pension Plan (ORPP) : Will Those Over 50 Benefit? If you plan to retire in the next 15 years, I wouldn’t get too excited about how the Ontario Retirement Pension Plan (ORPP) will supplement your retirement income! While I have many issues with the ORPP, I realize there is relatively little I can do …

Continue reading »

33 total views, no views today

Share

Permanent link to this article: http://advantagewealthplanning.ca/ontario-retirement-pension-plan-orpp-will-those-over-50-benefit/

Jan 14 2013

Do You Need Realistic Answers to Key Retirement Questions?

Do you need realistic answers to key retirement questions? [ezcol_1half] Do I have enough money to retire? How long will my money last? When can I retire? How much do I need to save for my retirement? Do I need a life annuity? What is my optimum asset mix? [/ezcol_1half] [ezcol_1half_end] Click here to learn …

Continue reading »

25 total views, 1 views today

Permanent link to this article: http://advantagewealthplanning.ca/answers-key-retirement-questions/

Jul 23 2012

Keep Tabs on Your Canada Pension Plan (CPP Benefit) Estimate

Keep Tabs on Your Canada Pension Plan (CPP Benefit) Estimate When I do a retirement income plan for a new client or update an existing client’s plan for their annual review, it’s always best to get accurate information.  I have found many clients don’t know the following. how much their personal CPP benefit will be, …

Continue reading »

85 total views, no views today

Share

Permanent link to this article: http://advantagewealthplanning.ca/determine-your-canada-pension-plan-cpp-benefit/