Retirement Planning Articles

Financial

Life expectancy, longevity and retirement planning......

Co-signing a mortgage.......

Changes (for the better) in minimum RIFF withdrawals......

Back to back annuities (a specialty type).......

Life insurance in retirement.......

RRIFs and withholding taxes.......

Money saving tips for home insurance.......

An introduction to annuities and how they work.......

In retirement you are the payroll department so you need to decide how to manage wealth.......

Wealth management is hanging on to what we've got in a constructive, deliberate way.......

A testamentary trust may result in tax savings for your heirs.......

Trusts: they come in two main types..........

Don't leave home without it! Travel insurance that is..........

Insurance is an ancient tool but risks are as real as they ever were..........

Title insurance may be purchased more in coming years mainly because of rising real estate fraud..........

Understanding our subconscious attitudes towards money may help us in our financial and lifestyle planning.........

Why not change your thinking from your dollar "number" to your "numbers".........

Do you recall the days when you didn't budget much, if at all.......

Income Splitting - the government is helping us to save on taxes for a change - with some very useful new rules........

Unlocking opportunity with a LIRA - recent rules allow for lots of flexibility, including paying yourself 50% in cash........

Tax Free Savings Accounts - lots of advantages and few disadvantages - some comparisons with other tax saving strategies........

Snowbirds! - be careful not to end up on the US tax radar screen – a few simple measures can allow you to avoid that......

Credit Card Rules - fairly recent rules on credit cards are worth reading through – they raise your awareness about the use of them.........

Old Age Security is the basic building block of Canada’s retirement benefit system...........

New rules for The Canada pension Plan arrived in 2011.......

A VoIP (Voice over Internet Protocol) telephone can be a great second line and there are some really good deals out there....

Make sure you are getting the discounted banking charges that you are entitled to......

In the holiday season, reduce debt with a little budgeting and planning........


Estate

Care planning........

Strategies to avoid estate litigation........

Digital assets need recording for estate planning........

Caregiving can be deceptive, like hydrogen sulfide gas........

Philanthropy is not just for the rich and famous........

A death in the family will require certain duties to be carried out........

Leaving a legacy as part of our estate planning is something most of us don’t think about........

Different beneficiaries named in RRSP contract and will? - the will may take priority....

Many new terms associated with the modern family have entered the language.........

Careful thought is needed in choosing an executor - the duties can be extensive.....

A charitable bequest requires care to make sure it goes to the charity named - avoid disappointment.....

A testamentary trust may result in tax savings for your heirs.......

Probate costs money but can protect an executor........

Family stories are an important part of our personal history.........

A Memorial Society takes a lot of stress out of planning a funeral......

It’s wise to assess the possibility of you becoming a care-giver beforehand........

Joint ownership sounds like a simple strategy but it needs some careful thought......

Trusts: they come in two main types..........


Lifestyle

Baby boomers and their effects as snowbirds..........

Time saver stew..........

A new way to obtain a place to live..........

Housing options; so many descriptions; so few real choices..........

Find out the top five destinations world wide..........

Maybe there's no such thing as 'The Joining Type'..........

Bold colors add depth and character to living spaces..........

Planning tools can help you fashion a well thought out retirement..........

Big money frauds can target an individual's savings and home..........

Fraud awareness can be considered part of good financial planning..........

Traditional frauds take place at the door, on the phone or by mail..........

Some great advice to get you packing really efficiently..........

Getting started on planning for retirement..........

You’ve just retired or are about to. You’re anxious to move to a new living space by the coast or in a........

A few years back,'The Alberta Ministry of Health' was renamed 'Alberta Health and Wellness'......

A good definition of daily life is having to make a continuous series of choices........

Your career involves activities and routines you’ve become so accustomed to........

Renting Versus Buying in Arizona - with the strong Canadian dollar and the drop in prices, is it better to buy than rent?......

It’s so easy to accumulate stuff - getting rid of some of the clutter in the home can make it feel like a different space........

Life lease is in between owning and renting - it can be a good solution if you want to avoid the ups and downs of the real estate market.....

Calgary City water quality is very good - a low priced filter system can eliminate chlorine taste and give you great water......

Lifestyle goals are a key part of retirement planning - but they need to be realistic and reachable otherwise you may end up wasting time.......

Planned freezer meals are a fantastic convenience.........

Walking can be a very effective exercise for most people.......

Wellness comes from physical well-being combined with mental fitness - there are exercises for both.....

Good quality dark chocolate contains lots of antioxidants......

Canadians may be at risk for low levels of Vitamin D......

Hearing loss can create a strong feeling of isolation.......

Good dental health is an essential part of good overall health......

A few small irritants can add up to a lot of stress......

People living longer, healthier lives are working in retirement......

Reduce the risk of losing credit cards and other important items if you travel.....

The Bucket List without passion is just a list.........

Personal records can become very extensive and ubiquitous.......


Feed back

Retirement is one of the least understood of human institutions. Unlike politics.......

Lucette realized that retirement planning wasn’t only about the numbers..........

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