5 RRIF Strategies For Retirees Comments0

Like many Canadians approaching retirement, you probably have an RRSP that you have been contributing to and managing for years. However, that magical date where you turn 71 and have to convert your RRSP to a RRIF is quickly approaching. …
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The Key To A Successful Canadian Retirement Comments0

I have recognized that there is one single problem facing Canadians today (really, it’s not just Canadians but for this post, I’ll only discuss issues that relate to Canadians) and this problem, is erratic, irrational and unpredictable. Government decisions to …
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Tax Free Savings Accounts and Deferred Sales Charges Comments0

There is a potential time bomb lurking in Tax Free Savings Accounts (TFSA) that have investments in them that were purchased using a Deferred Sales Charge (DSC) compensation model. When I did the math on this, it just reinforced my …
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Why Your Financial Plan is Missing the Mark (And How You Can Fix It) Comments0

So, why is your financial plan missing the mark? Every month you’re putting money aside, investing in the top mutual funds you can find, not putting all your eggs in one basket – doing the right things. But, you still …
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Turning 71? Little-Known Factors That Could Affect Your RRIF Payout Comments0

Turning 71 in Canada is one of the most important ages when it comes to registered retirement income (RRIF) planning. The decisions you will have to make in that one year will significantly impact your financial planning for retirement. Here …
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Financial Planning For 60 Year Olds – BNN Interview Comments0

Our very own Scott Plaskett, CFP was invited to The Business News Network Studio’s to discuss a very important topic: Financial Planning for 60 year olds. Here is a link to that video:
MoneyVille – Couple’s rent-free in-law plan gives savings a boost Comments0

“Couple’s rent-free in-law plan gives savings a boost” was the title for the July edition of MoneyVille’s Money Makeover and our very own Scott Plaskett, CFP was the makeover specialist. To read the article, click on the following headline: Couple’s …
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August 9th, 2011 – Stock market action commentary Comments0

Markets have been trading for two sessions now since the US was downgraded by S&P. While the net effect is a decline in stock prices and bond yields (bond prices higher), markets shot ahead today after the US Fed committed …
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