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...]
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...]
Your Health & Wealth Legacy #HealthIsWealth
People often think that their legacy to their kids is about wealth transfer. But the fact is, we give our kids far more than our genes and our money. We also pass down our habits, both the good and the bad. Our healthy or unhealthy habits live on … [Read more...]
What I Learned from my Parents #HealthIsWealth
I am the second oldest in a family of 4 strong and independent women. So, as you can image there were many days when my Dad was happy to get out of the house and go to work. We had our share of sibling competition and rivalry, but love and compassion … [Read more...]