Any person who meets the following criteria can be paid or reimbursed for financial advice fees […]
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Canadian Veterans Reimbursement of Fees for Financial Advice
Tag: retirement
There’s a silver lining for “silver splitters”: Amicability
With the court system backlogged due to Covid-19, older clients may want to split up on good terms. Divorcing clients who aren’t seeing eye to eye may want to consider a more amicable option — especially if they don’t have many years left to live […]
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Estate Planning with TFSAs
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies […]
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Consider Inflation when deciding when to begin CPP
– the higher the inflation rate, the bigger the benefit of waiting. Inflation has a significant bearing on when to start a CPP retirement pension. With inflation at its highest in 30 years, now is a good time to revisit the factors involved in deciding when to draw CPP. Two separate measures of inflation come […]
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