Archive for February 2025
When To Be Selfish and When To Be Generous In Retirement
Prospective clients come to me when they’re on the cusp of retirement and looking for answers to key questions like when can I retire, how much can I spend, how long will money money last, and, ultimately, am I going to be okay? I gather information about their current situation (income, account balances, asset allocation,…
Read MoreWeekend Reading: Advice-Only Planning Edition
It has been more than 10 years since I started offering financial planning advice – and more than five years since I quit my day job to work as an advice-only planner full-time. I have a soft spot for who I call regular Canadians with regular problems. That’s the majority of you who read this…
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