Summer marks the arrival of a fresh wave of graduates stepping into the next chapter of their lives. If you're one of them, congratulations! You've worked hard to reach this point. Now, it's time for "Financial Planning for New Grads." Focus on … [Read more...]
Old Age Security Simplified
We often encounter clients struggling with when to start their Canadian OAS pension. So, we have put together some tips to help you strategically enhance your lifetime income and avoid unnecessary claw back while maximizing Your OAS benefits. OAS … [Read more...]
Maximize Your Retirement Savings: Essential Strategies for Financial Security
As we move into RSP season, it's a great time to consider ways to boost your retirement savings. The deadline to contribute for the 2024 tax year is March 3, 2025. Here are four tips to assist with your retirement planning: 1) Take Advantage of … [Read more...]
How to Easily Reduce the Emotional and Financial Burden of Settling Your Estate
Settling an estate can be a daunting task, both emotionally and financially. When you pass away, your Executor and loved ones may face several challenges that can add to their grief and stress. Emotional Burdens Your family might have … [Read more...]
The Importance of Financial Planning: Insights from the 2024 Fidelity Retirement Report
Recently, I delved into the 2024 Fidelity Retirement Report, marking the 19th year of Fidelity’s dedication to providing financial knowledge and education. This annual report underscores Fidelity’s commitment to helping individuals achieve their … [Read more...]