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The Retiring Boomer™

<a href=http://www.theretiringbusinessowner.com/one-day-you-will-sell/ target=_blank >One Day You Will Sell</a>

One Day You Will Sell

By Adrian C. Spitters, FCSI®, CFP®, FMA The BDO SuccessCare Program™ ​Statistics indicate that almost 75% of today’s business owners will reach or surpass the traditional retirement age in the next one to two car leases. Yet less than half have planned for the day when they will transition the leadership or ownership of that […]

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Why You Should Hire A Realtor To Sell Your Home

Why You Should Hire A Realtor To Sell Your Home

By Adrian Spitters, FCSI, CFP, FMA Do not attempt to sell your home without a Realtor® Many of us who are homeowners have what can only be called a love-hate relationship with our Realtor® or real estate agent. We love what they do for us, but we hate to pay so much money for what they do. […]

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Quit cold turkey or phase into retirement? – The Globe and Mail

Quit cold turkey or phase into retirement? – The Globe and Mail

Freddi Dogterom is a career coach who’s done some self-coaching. After 33 years working for various government organizations in employment and career planning, Ms. Dogterom faced an important, sometimes difficult option for many approaching retirement. And for many others, it’s a hard necessity. Phasing in retirement, rather than abruptly ending a career, is a choice […]

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<a href=http://www.adrianspitters.com/retirementadvisor/the-top-7-reasons-why-its-a-terrible-time-to-buy-real-estate/ target=_blank >The Top 7 Reasons why it’s a Terrible Time to Buy Real Estate</a>

The Top 7 Reasons why it’s a Terrible Time to Buy Real Estate

By Adrian C. Spitters, FCSI®, CFP®, FMA  The mainstream media is doing an excellent job of supporting the real estate market. Glowing reports of low mortgage rates and high demand. Pages and pages of new home listings of all shapes and sizes. Professional pictures of stunning homes with granite and marble and nine foot ceilings. Eye […]

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Alter Ego and Joint Partner Trusts

Alter Ego and Joint Partner Trusts

By Adrian Spitters, FCSI, CFP, FMA Alter Ego and Joint Partner Trusts are tools that may help to facilitate estate planning Estate planning is an important part of any family’s overall plan for wealth management. Alter Ego and Joint Partner Trusts are tools that may help to facilitate estate planning depending on your family’s circumstances, goals and […]

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TED Talks: “How to rob a bank”

William Black is an associate professor of economics and law at UMKC. He has held many prestigious positions, including executive director for Fraud Prevention. He recently helped the World Bank develop anti-corruption initiatives and served as an expert for OFHEO in its enforcement action against Fannie Mae’s former senior management. He is a criminologist and […]

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Testamentary Trusts Are Not Dead!

Testamentary Trusts Are Not Dead!

By Adrian Spitters, FMA, CFP, FMA Effective income splitting using Testamentary Trusts may still be possible with the right strategy. Warning! Complicated discussions ahead. Not for the novice or faint of heart! Over the years, persons with substantial wealth have been utilizing strategies to control, protect and shelter their assets from creditors and taxes, for their own […]

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Estate planning helps you protect your family’s future

Estate planning helps you protect your family’s future

By Adrian Spitters, FCSI, CFP, FMA Estate planning is an effective way to protect your family’s future Jay and Pamela are in their 70s and have a combined estate of $1 million. Their older son, Michael, is married with three teenage children, while the younger son, Chris, has been living in a common-law relationship for several years […]

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