Should you defer collecting CPP and OAS?
Can you afford to hold off and increase your payments later? Will you need more CPP and OAS later in life? And how long do you expect to live?
Read More
Author: Bill Green
Do you have a financial plan or an investment plan?
A financial plan is a six-step financial planning process that starts with having an initial meeting with your prospective planner
Read More
Paying a high price for success, even after you die
There’s no hiding from the success tax, but several things can help legally reduce or even eliminate the amount your estate or your heirs pay
Read More
Protect your business from the unexpected realities of life
Seek professional help if your financial plan doesn’t protect you from the four Ds: death, divorce, disability and disaster
Read More
Looking backward to predict future investment performance
Be sure to read the fine print if you see a variable-rate investment such as an ETF or a mutual fund advertising what looks like a promised future return
Read More