Retirement typically marks a major life transition, but the path to retirement isn't always smooth. The challenges of downsizing, both financially and emotionally, can be overwhelming. For example, after decades of relatively stable prices, inflation has returned with a vengeance. While retirees benefit from the...
Read MoreAt the end of July, Globe and Mail Personal Finance columnist, Rob Carrick, wrote an article about the cost of a financial plan. For this post, I thought it might be helpful to review how I charge for the financial plans I create for my...
Read MoreI occasionally participate in an online forum of retirees or near-retirees. Judging by the comments, many are suspicious of the Canada Pension Plan. It seems to boil down to three responses: The government is raiding our retirement nest egg – there will be nothing left...
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