Posts Tagged ‘retirement income’

Using Your Corporation As Your Retirement Fund

Can you fund your retirement from your corporation? That’s the question I answer in my latest video and podcast episode specifically for business owners. This is part # 2 of the video I did last week, where I go deeper into tax-efficient investment strategies when owning a corporation. It may seem complicated (if you’re talking…

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Why Most Financial Plans Fail

Many people who work with us to figure out their retirement plan, have created a financial plan before. You can get a financial plan from a bank, online methods, financial advisors or fee-only financial planners, but often these financial plans fail. They do not give you the life you want. In my latest video and…

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Risk of Bonds To Your Retirement

In my latest YouTube video and podcast episode, I give you insight into what I advise my clients and why I declare the death of bonds as an investment. It’s time for most investors to stop investing in bonds. Including balanced funds. Here are just some of the topics I cover in the video: Ed

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Financial Post Article: This retired woman needs to figure out what to do with potential $50 million in savings

The Financial Post asked me to review the finances of a single, retired 50-year-old woman who doesn’t have children and lives with her aging parents.  She wants guidance on how to enjoy a comfortable retirement without risking outliving her money.  This is a particular interesting client case story, as she actually has more money than…

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Millionaires in Poverty

This may sound like a dumb topic. Why would a millionaire live in poverty? We see it all the time, though.  People living in a paid off home worth more than $1 million while living on an income of $20,000/year before tax. I believe this is caused by the belief that your home is your…

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How to Get Passive Income with Little or No Tax

Can you really make money while you sleep with little or no tax? Covid changed most of our working habits, in that many people stayed home, while others felt the financial pinch of the pandemic. New paradigms arose, such as creating wealth, without work.  Passive income started becoming a conversation not just with people who…

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