by Sandi Martin | Aug 11, 2020 | Budgets, Canadian Personal Finance News, Retirement
How great was it to enjoy Kathryn’s curating last month and have Karen’s top reads to look forward to next month? I’ll answer for all of us: very. I hope every single one of you is finding a (safe) way to enjoy the summer. Hopefully on, in, or beside the water, with a...
by Sandi Martin | Mar 19, 2020 | Case Study, Personal Finance, Planning in Action, Retirement, Retirement Planning
Planning in Action We’re delighted to present you with another financial planning case study as part of this year’s theme. This one was drawn from a mash-up of typical clients and scrubbed of identifying detail, because privacy. Remember, we’re writing these case...
by Sandi Martin | Nov 21, 2019 | Big Picture, Design Thinking, Personal Finance, Retirement, Retirement Planning
Personal Finance Congratulations! You made it to retirement, and are living off of a combination of personal savings, company pension, and government benefits …and here’s where most of the retirement income planning resources stop, as if retirement is a finish...
by Sandi Martin | Nov 15, 2019 | Retirement, Retirement Planning
Month: November 2019 (This article is reposted with the permission of the author. It was originally published here.) Let me introduce you to my three imaginary friends: Rory, Amy, and Rose. Earning only $35,000 a year at most, each has managed to sock away 5% of that...
by Julia Chung | Mar 25, 2019 | Budgets, Home Buyer's Plan, Income Tax, Personal Finance, Retirement
Every spring, the Federal Government comes out with their budget for the year – all the ways they’ll be putting our tax dollars to use and running this national operation. They often have a news release in fall that telegraphs some of the things they’re thinking...
by Spring Plans | Dec 20, 2018 | Cash Flow, Personal Finance, Retirement
When you think about retirement planning, your mind may start to fill with acronyms: RRSP RRIF TFSA LIRA CPP OAS Just think: that’s only the Starter Pack of Financial Jargon. It gets a whole lot worse. You may think you’ll have to earn a Master’s Degree in personal...
