Retirees
Retirees
Who's this for?
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
Benefits
- Mortgage is paid off
- Little to no debt
- Review pension arrangements
- Staying on budget (Download our app!)
- Living off savings
- Reducing income tax
- Taking care of the “What-ifs?”
- Long Term Care
- Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
- Estate PlanningAlmost done paying mortgage
Latest News
Coronavirus & Market Uncertainty – Federal Government $20 billion economic aid package
On March 13th, the Prime Minister, Justin Trudeau, outlined Canada’s response to COVID-19 including new investments to help protect Canadians and businesses. The total value of an aid package could be up to $20 billion across the country which includes $10 billion available through the Business Development Bank of Canada (BDC) to help small and medium-sized businesses. Here are some details of the programs they are funding:
Market Perspective Coronavirus-DTFS
I am writing to provide you with some perspective on the market’s recent reaction to the coronavirus outbreak and what that might mean for your investments.
Salary vs Dividend
As a business owner, you have the ability to pay yourself a salary or dividend or a combination of both. In this article and infographic, we will examine the difference between salary and dividends and review the advantages and disadvantages of each.