Just an update that I am still working at home as normal but ceased any client or supplier meetings since March 11th. The financial companies and professionals I work with also continue to work “remotely” as the pandemic continues. You may call anytime to discuss whatever is on your mind, financial or whatever. My advice […]
Scroll down for later posts during the month of March 2020. As everyone is aware, stock markets around the world have turned down of late caused primarily by fear from the coronavirus and what will be the effect to the economy and your portfolio. I know it’s stressful for investors, so I thought I would […]
Whether you are already retired or planning to retire in the next 10 years, the Variable Retirement Income (VRI) can help quantify how comfortable you are with your retirement income strategy. Over the past decades, companies are shifting their pension plans away from defined benefit (DB) pension plans to defined contribution (DC). Why? Companies no […]
Grandparent’s RESP Strategy The Grandparents RESP Strategy might be one of the best gifts you could ever give to your grandchildren. Are you tired of giving the latest toy that only gets played with and after a few hours, the novelty of it is over? Few other gifts will provide the long term benefit than […]
The Safe Withdrawal Rate, SWR What I have noticed over the past decade is a common client question: “What is the Safe Withdrawal Rate” i.e. how much money can I safely withdraw from my portfolio during retirement such that I don’t run out of money in my lifetime? This article focuses on decumulation of your […]