Retirement Planning Wisdom

National Post Article: A single dad nearing retirement hopes to fund daughter’s education and his golden years

The National Post asked me to review the finances of a single dad nearing retirement who hopes to fund his daughter’s education in his golden years. The 55-year-old is a health-care professional and earns about $210,000 annually before tax.  Since January, in addition to his current employment income, John has been receiving a pension of…

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Should I start my CPP early? – Real-Life Examples

The most common CPP question I am asked is: “Is it smart to take my CPP early?” Prefer an overview? Like videos? Check out our whiteboard video, podcast episode or read the full post below! A quick review of the facts: The simple breakeven calculation misses many important factors. For example, if John starts receiving…

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